To generate capital appreciation across market cycles by investing in a concentrated set of high conviction stocks.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.12% | 1.01 | 16.03% | 63.16% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.3% | -1.2% | 12.1% | -6.9% | 12.6% | 16.7% | 11.9% | 14.6% | 17.4% |
| Nify 500 | -3.1% | 4.2% | 15.4% | 3% | 15.8% | 16.1% | 10.2% | 12.5% | 10.9% |
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 SISOP | Multi Cap | Madanagopal Ramu | 01 February 2010 | 12Y 11M | 1074 | Nify 500 | 17.4% | 15 | 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 | 1.84% | 2.77% | 63.16% | 4.61% | 1.05 | 16.03% | -0.13 | 7.42% | 0.64 | 51.32 % |
| Nifty 500 | -0.19% | 3.31% | 3.12% | 1.01 | 7.12% | 0.65 | 54.61 % | |||
| Nifty Midcap 100 | -5.79% | 6.49% | 0.70% | 0.76 | 5.57% | 0.45 | 56.58 % | |||
| Nifty Smallcap 100 | 2.89% | 13.4% | 16.29% | 0.64 | 9.51% | 0.58 | 54.61 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| HDFC BANK LTD | 10.30 |
| AXIS BANK LTD. | 9.20 |
| NAVIN FLUORINE INTERNATIONAL LTD | 7.10 |
| ICICI BANK LTD | 6.70 |
| ASTRAL LIMITED | 6.40 |
| Top 5 Equity Holdings | 39.76 |
Sector Allocation
| Holding | % |
|---|---|
| Construction Materials | 4.80 |
| Capital goods | 6.80 |
| Chemicals | 12.80 |
| Consumer Durables | 18.10 |
| Financial Services | 33.30 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 59.1 |
| Mid Cap | 23.3 |
| Small Cap | 11.3 |
| Cash | 6. |
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
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Disclaimer
#Returns as of 31 Dec 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.
