Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
5.72%
6 Months
−1.27%
23.48%
1 Year
2.67%
38.68%
3 Years
6.64%
26.01%
5 Years
7.83%
16.58%
Since Inception
10.74%
18.98%
Fund Age
8 yrs 1 mo
16 yrs 6 mo
AUM
₹495.64 Cr
₹1,885.18 Cr
Alpha – 1 Year
−0.31%
33.96%
Alpha – 3 Years
−5.24%
13.92%
Information Ratio – 3 Years
-0.72
1.27
Volatility – 1 Year
17.10%
28.06%
Volatility – 3 Years
16.45%
20.41%
Beta – 1 Year
0.95
1.39
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.08
1.12
Sharpe Ratio – 3 Years
0.14
1.06
Worst Rolling Year
6.09%
-4.06%
Value at Worst Rolling Year
₹1.06 Cr
₹0.96 Cr
Deepest Drawdown
−22.30%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
14.93%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 62% · M 31% · S 6%
L 40% · M 32% · S 24%
Number of Stocks
26
28
Portfolio P/E
31.96
45.86
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
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)
0% / 0% / 0%
1% / 0% / 0%