The objective of Sundaram Alternates’ PACE Portfolio is to seek long term capital growth by investing in a diversified portfolio of companies.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -11.08% | 1.02 | 16.22% | 64.49% |
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 Voyager | 6.2% | 2.9% | -5.2% | -5.9% | 7.5% | 25.2% | 12.2% | 21.4% | 18.7% |
| BSE 500 TRI | 4.5% | 1.9% | -1.3% | 3.0% | 10.9% | 23.9% | 9.9% | 12.6% | 12.3% |
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 Voyager | Multi Cap | Madanagopal Ramu | 01 October 2011 | 11Y 7M | 267 | BSE 500 TRI | 18.7% | 15 | NA |
| 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 | -1.12% | -11.62% | 64.49% | -12.74% | 1.00 | 16.22% | -1.05 | 7.47% | 0.61 | 57.97 % |
| Nifty 500 | -1.11% | -9.97% | -11.08% | 1.02 | 6.91% | 0.63 | 55.07 % | |||
| Nifty Midcap 100 | -7.24% | -7.26% | -14.50% | 0.94 | 5.14% | 0.45 | 51.45 % | |||
| Nifty Smallcap 100 | 1.56% | -1.09% | 0.47% | 0.81 | 9.71% | 0.64 | 55.80 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI BANK LTD | 8.90 |
| NAVIN FLUORINE INTERNATIONAL LTD | 8.80 |
| AXIS BANK LTD. | 8.70 |
| ASIAN PAINTS LTD | 7.20 |
| ASTRAL LIMITED | 6.40 |
| Top 5 Equity Holdings | 40.10 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 54.0 |
| Mid Cap | 23.0 |
| Small Cap | 20.0 |
| Cash | 4. |
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
Disclaimer
#Returns as of 30 Apr 2023. 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 23.
