To seek long term capital appreciation with investment in mid and small-cap companies
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -0.6% | 3.7% | -0.8% | -6.4% | 28.4% | 23.4% | 13.4% | 19.1% | 17.6% |
| NSE Mid Cap | 2.5% | 6.1% | 5.2% | 3.2% | 35.7% | 23.2% | 9.9% | 15.0% | 11.5% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Alternates S.E.L.F | Mid & Small Cap | Madanagopal Ramu | 01 June 2010 | 12Y 5M | 713 | NSE Mid Cap | 17.6% | 20-25 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 3.75% | -5.09% | 63.51% | -1.34% | 1.24 | 17.80% | -0.45 | 7.80% | 0.65 | 56.76 % |
| Nifty 500 | 1.36% | -4.19% | -2.83% | 1.18 | 7.43% | 0.71 | 56.76 % | |||
| Nifty Midcap 100 | -5.31% | 0.06% | -5.25% | 0.90 | 6.37% | 0.61 | 56.76 % | |||
| Nifty Smallcap 100 | 1.68% | 8.67% | 10.35% | 0.75 | 9.99% | 0.71 | 60.14 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| AU SMALL FINANCE BANK LTD | 8.07 |
| BERGER PAINTS I LTD | 7.46 |
| NAVIN FLUORINE INTERNATIONAL LTD | 6.42 |
| SRF LTD | 5.95 |
| BAJAJ FINSERV LTD | 5.94 |
| Top 5 Equity Holdings | 33.84 |
Sector Allocation
| Holding | % |
|---|---|
| Consumer Services | 8.00 |
| Healthcare | 8.20 |
| Consumer Durables | 10.20 |
| Chemcials | 20.90 |
| Financial Services | 25.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 37.0 |
| Mid Cap | 29.0 |
| Small Cap | 29.0 |
| Cash | 5.0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Sundaram Alternates PMS
Which is the best company through which an investor can invest in Sundaram Emerging Leadership Fund (SELF)?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#Returns as of 31 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 22.
