Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
5.72%
6 Months
−2.32%
23.48%
1 Year
−4.30%
38.68%
3 Years
4.86%
26.01%
5 Years
5.12%
16.58%
Since Inception
13.15%
18.98%
Fund Age
16 yrs 7 mo
16 yrs 6 mo
AUM
₹21.07 Cr
₹1,885.18 Cr
Alpha – 1 Year
−7.28%
33.96%
Alpha – 3 Years
−7.02%
13.92%
Information Ratio – 3 Years
-1.10
1.27
Volatility – 1 Year
16.85%
28.06%
Volatility – 3 Years
18.06%
20.41%
Beta – 1 Year
0.95
1.39
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
-0.50
1.12
Sharpe Ratio – 3 Years
0.05
1.06
Worst Rolling Year
-4.57%
-4.06%
Value at Worst Rolling Year
₹0.95 Cr
₹0.96 Cr
Deepest Drawdown
−24.09%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
95.10%
98.28%
Median Rolling Year
13.12%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 12% · M 53% · S 34%
L 40% · M 32% · S 24%
Number of Stocks
34
28
Portfolio P/E
41.34
45.86
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%