Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
5.72%
6 Months
3.88%
23.48%
1 Year
−7.98%
38.68%
3 Years
11.06%
26.01%
5 Years
10.06%
16.58%
Since Inception
11.56%
18.98%
Fund Age
5 yrs 3 mo
16 yrs 6 mo
AUM
₹106.37 Cr
₹1,885.18 Cr
Alpha – 1 Year
−10.96%
33.96%
Alpha – 3 Years
−0.82%
13.92%
Information Ratio – 3 Years
0.00
1.27
Volatility – 1 Year
16.00%
28.06%
Volatility – 3 Years
17.59%
20.41%
Beta – 1 Year
0.79
1.39
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.78
1.12
Sharpe Ratio – 3 Years
0.42
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%