Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.72%
6 Months
10.76%
23.48%
1 Year
8.14%
38.68%
3 Years
7.76%
26.01%
5 Years
10.03%
16.58%
Since Inception
11.69%
18.98%
Fund Age
6 yrs 8 mo
16 yrs 6 mo
AUM
₹87.23 Cr
₹1,885.18 Cr
Alpha – 1 Year
8.57%
33.96%
Alpha – 3 Years
−0.81%
13.92%
Information Ratio – 3 Years
0.02
1.27
Volatility – 1 Year
23.09%
28.06%
Volatility – 3 Years
18.26%
20.41%
Beta – 1 Year
1.29
1.39
Beta – 3 Years
1.11
1.06
Sharpe Ratio – 1 Year
0.21
1.12
Sharpe Ratio – 3 Years
0.22
1.06
Worst Rolling Year
6.59%
-4.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−25.42%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
13.94%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 19% · M 1% · S 70%
L 40% · M 32% · S 24%
Number of Stocks
41
28
Portfolio P/E
25.23
45.86
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
1% / 0% / 0%