
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-0.87% | 0.71 | 18.97% | 62.9% |
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 Rising Stars | 3.70% | 16.70% | 1.50% | 4.80% | 9.30% | 14.40% | 23.80% | 10.20% | 14.00% |
BSE 500 TRI | 3.70% | 10.80% | 5.90% | 5.10% | 20.60% | 21.70% | 24.00% | 14.40% | 13.10% |
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 Rising Stars | Small Cap | Mr. Madanagopal Ramu | 01 November 2009 | 15Y 8M | - | BSE 500 TRI | 14.00% | 22 | 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 | -3.04% | -8.79% | 62.9% | -11.83% | 1.01 | 18.97% | -0.41 | 2.49% | 0.18 | 52.15 % |
Nifty 500 | -1.13% | -7.97% | -9.10% | 0.94 | 1.81% | 0.15 | 53.76 % | |||
Nifty Midcap 100 | -4.54% | -6.04% | -10.58% | 0.78 | -0.77% | -0.07 | 51.08 % | |||
Nifty Smallcap 100 | 1.92% | -2.79% | -0.87% | 0.71 | 2.20% | 0.17 | 48.92 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | |
Mid Cap | 5.40 |
Small Cap | 94 |
Cash | 0.60 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 June 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.