Portfolio Management Services (PMS)Compare Schemes
ASK - ISP vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
ASK - ISP
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
2.48%
5.72%
6 Months
−4.44%
23.48%
1 Year
−4.32%
38.68%
3 Years
3.67%
26.01%
5 Years
4.35%
16.58%
Since Inception
13.19%
18.98%
Fund Age
16 yrs 6 mo
16 yrs 6 mo
AUM
₹953.19 Cr
₹1,885.18 Cr
Alpha – 1 Year
−7.30%
33.96%
Alpha – 3 Years
−8.21%
13.92%
Information Ratio – 3 Years
-1.44
1.27
Volatility – 1 Year
16.93%
28.06%
Volatility – 3 Years
16.57%
20.41%
Beta – 1 Year
0.95
1.39
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
-0.50
1.12
Sharpe Ratio – 3 Years
-0.03
1.06
Worst Rolling Year
-3.66%
-4.06%
Value at Worst Rolling Year
₹0.96 Cr
₹0.96 Cr
Deepest Drawdown
−24.45%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
98.35%
98.28%
Median Rolling Year
12.64%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 52% · M 23% · S 20%
L 40% · M 32% · S 24%
Number of Stocks
21
28
Portfolio P/E
34.55
45.86
Top 5 Holdings
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
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 · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
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)
0% / 0% / 0%
1% / 0% / 0%