Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
5.72%
6 Months
10.26%
23.48%
1 Year
20.10%
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
21.53%
18.98%
Fund Age
18 mo
16 yrs 6 mo
AUM
₹79.16 Cr
₹1,885.18 Cr
Alpha – 1 Year
17.12%
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
19.38%
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
0.85
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.76
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.77%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 8% · M 7% · S 61%
L 40% · M 32% · S 24%
Number of Stocks
66
28
Portfolio P/E
52.54
45.86
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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 · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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%