Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-45.75% | 0.71 | 13.84% | 62.43% |
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 | -4.40% | -4.50% | 1.10% | 24% | 7.40% | 18.60% | 13.20% | 13.70% | 14.20% |
BSE 500 TRI | 0.90% | 4.50% | 17.40% | 40.20% | 17.80% | 19.30% | 17.40% | 15.90% | 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 | 14Y 5M | 88 | BSE 500 TRI | 14.20% | - | 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 | 16.64% | -21.24% | 62.43% | -4.60% | 0.44 | 13.84% | 1.47 | 3.32% | 0.24 | 52.60 % |
Nifty 500 | 7.27% | -22.39% | -15.12% | 0.68 | 2.57% | 0.21 | 54.34 % | |||
Nifty Midcap 100 | -12.83% | -23.22% | -36.05% | 0.76 | 0.05% | 0.00 | 52.02 % | |||
Nifty Smallcap 100 | -22.19% | -23.56% | -45.75% | 0.71 | 2.91% | 0.22 | 48.55 % |
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 |
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
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#Returns as of 31 Mar 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.