
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-29.72% | 0.63 | 13.05% | 62.87% |
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 | -1.20% | -1.70% | 13.27% | 6.29% | 7.66% | 26.03% | 15.09% | 16.94% | 14.52% |
BSE 500 TRI | -2.86% | -1.42% | 10.89% | 9.63% | 6.74% | 22.03% | 15.35% | 14.73% | 11.96% |
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 | 14Y 0M | 86 | BSE 500 TRI | 14.52% | - | 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 | 18.81% | -26.25% | 62.87% | -7.44% | 0.45 | 13.05% | 0.29 | 4.40% | 0.32 | 52.69 % |
Nifty 500 | 16.79% | -25.95% | -9.16% | 0.67 | 3.86% | 0.32 | 55.09 % | |||
Nifty Midcap 100 | 1.16% | -25.89% | -24.73% | 0.85 | 1.38% | 0.12 | 53.29 % | |||
Nifty Smallcap 100 | -4.24% | -25.48% | -29.72% | 0.63 | 4.39% | 0.33 | 49.70 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
NAVIN FLUORINE INTERNATIONAL LTD | 10.31 |
CITY UNION BANK LTD | 9.07 |
WESTLIFE DEVELOPMENT LTD | 7.23 |
HOME FIRST FINANCE COMPANY LIMITED | 6.94 |
SAFARI INDUSTRIES LTD | 6.00 |
Top 5 Equity Holdings | 39.55 |
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 | 0.00 |
Mid Cap | 9.00 |
Small Cap | 84.00 |
Cash | 7.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Oct 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 Sep 23.