Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
5.72%
6 Months
9.28%
23.48%
1 Year
4.13%
38.68%
3 Years
7.71%
26.01%
5 Years
8.27%
16.58%
Since Inception
11.49%
18.98%
Fund Age
8 yrs 5 mo
16 yrs 6 mo
AUM
₹123.55 Cr
₹1,885.18 Cr
Alpha – 1 Year
−0.59%
33.96%
Alpha – 3 Years
−4.38%
13.92%
Information Ratio – 3 Years
-0.33
1.27
Volatility – 1 Year
21.50%
28.06%
Volatility – 3 Years
16.95%
20.41%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.02
1.12
Sharpe Ratio – 3 Years
0.26
1.06
Worst Rolling Year
7.04%
-4.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−24.41%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
15.95%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 29% · M 38% · S 31%
L 40% · M 32% · S 24%
Number of Stocks
20
28
Portfolio P/E
49.58
45.86
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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 · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%