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) |
|---|---|---|---|
| 2.75% | 1.20 | 15.58% | 63.09% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 5.2% | 7.8% | 3.5% | -1.2% | 28.3% | 23.3% | 14.4% | 16.3% | 18.2% |
| Nify 500 | 4.5% | 8.5% | 7.1% | 5.3% | 27.9% | 19.5% | 12.0% | 14.0% | 11.1% |
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 7M | 1088 | Nify 500 | 18.2% | 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 | -1.17% | 2.9% | 63.09% | 1.73% | 1.10 | 15.58% | -0.10 | 7.10% | 0.60 | 50.34 % |
| Nifty 500 | -1.70% | 4.45% | 2.75% | 1.20 | 6.99% | 0.63 | 54.36 % | |||
| Nifty Midcap 100 | -5.27% | 9.3% | 4.03% | 0.81 | 5.84% | 0.47 | 57.05 % | |||
| Nifty Smallcap 100 | 0.11% | 15.24% | 15.35% | 0.51 | 9.36% | 0.56 | 53.69 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI BANK LTD | 9.09 |
| ASIAN PAINTS LTD | 8.65 |
| AU SMALL FINANCE BANK LTD | 8.31 |
| TITAN INDUSTRIES LIMITED | 8.23 |
| ASTRAL LIMITED | 7.61 |
| Top 5 Equity Holdings | 41.89 |
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 | 55.0 |
| Mid Cap | 32.0 |
| Small Cap | 9.0 |
| Cash | 4.0 |
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
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Disclaimer
#Returns as of 31 Aug 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 Jun 22.
