The investment objective of Sundaram Alternates Rising Star PMS is to seek long term capital appreciation by investing in companies that can be termed as small caps.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
6.95% | 0.77 | 16.72% | 62.11% |
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 | 7.0% | 0.6% | -6.2% | 0.3% | 15.8% | 31.2% | 6.1% | 18.0% | 14.0% |
BSE 500 TRI | 7.3% | 2.5% | 0.3% | 1.1% | 15.5% | 37.6% | 9.5% | 17.0% | 10.4% |
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 | Mid & Small Cap | Mr. Madanagopal Ramu | 01 November 2009 | 13Y 6M | 74 | BSE 500 TRI | 14.0% | - | 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 | 1.18% | -7.44% | 62.11% | -6.26% | 0.85 | 16.72% | -0.63 | 3.84% | 0.28 | 52.17 % |
Nifty 500 | 0.62% | -5.22% | -4.60% | 0.92 | 3.70% | 0.31 | 55.28 % | |||
Nifty Midcap 100 | -6.35% | -1.66% | -8.01% | 0.90 | 2.21% | 0.20 | 54.04 % | |||
Nifty Smallcap 100 | 1.14% | 5.81% | 6.95% | 0.77 | 5.67% | 0.43 | 50.93 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
SAFARI INDUSTRIES LTD | 11.80 |
NAVIN FLUORINE INTERNATIONAL LTD | 11.20 |
RAINBOW CHILDRENS MEDICARE LIMITED | 9.00 |
CITY UNION BANK LTD | 7.70 |
Sapphire Foods India Limited | 7.10 |
Top 5 Equity Holdings | 46.90 |
Sector Allocation
Holding | % |
---|---|
Consumer Durables | 21.30 |
Consumer Services | 17.20 |
Financial Services | 15.50 |
Chemicals | 12.30 |
Healthcare | 8.30 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 0.0 |
Mid Cap | 11.0 |
Small Cap | 80.0 |
Cash | 9. |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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.