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
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.
