Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-9.80% | 0.78 | 11.76% | 62.35% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Sundaram Alternates SISOP | 6.24% | 11.10% | 28.95% | 43.52% | 24.62% | 14.19% | 22.00% | 15.36% | 18.82% |
BSE 500 TRI | 2.09% | 7.65% | 20.20% | 41.12% | 28.71% | 18.39% | 22.39% | 15.58% | 14.49% |
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 | 14Y 8M | 1275.07 | BSE 500 TRI | 18.82% | 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 | 15.62% | -14.9% | 62.35% | 0.72% | 0.74 | 11.76% | 2.18 | 5.98% | 0.52 | 50.59 % |
Nifty 500 | 7.48% | -17.28% | -9.80% | 0.78 | 5.36% | 0.50 | 53.53 % | |||
Nifty Midcap 100 | -8.46% | -22.27% | -30.73% | 0.57 | 2.85% | 0.23 | 53.53 % | |||
Nifty Smallcap 100 | -15.98% | -24.46% | -40.44% | 0.37 | 6.07% | 0.37 | 52.35 % |
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 |
Sector Allocation
Holding | % |
---|---|
Financial Serv ices | 38.90 |
Chemicals | 16.10 |
Consumer Durables | 10.60 |
Consumer Services | 9.40 |
Healthcare | 9.10 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 34.70 |
Mid Cap | 26.30 |
Small Cap | 31.00 |
Cash | 8.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsFrom the Founders & Managers of Sundaram Alternates PMS
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Disclaimer
#Returns as of 30 Sep 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 24.