Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
5.72%
6 Months
11.91%
23.48%
1 Year
10.06%
38.68%
3 Years
13.81%
26.01%
5 Years
13.88%
16.58%
Since Inception
20.20%
18.98%
Fund Age
15 yrs 1 mo
16 yrs 6 mo
AUM
₹980.13 Cr
₹1,885.18 Cr
Alpha – 1 Year
5.36%
33.96%
Alpha – 3 Years
1.71%
13.92%
Information Ratio – 3 Years
0.21
1.27
Volatility – 1 Year
18.76%
28.06%
Volatility – 3 Years
19.39%
20.41%
Beta – 1 Year
0.98
1.39
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
0.32
1.12
Sharpe Ratio – 3 Years
0.49
1.06
Worst Rolling Year
-23.74%
-4.06%
Value at Worst Rolling Year
₹0.76 Cr
₹0.96 Cr
Deepest Drawdown
−24.32%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
84.14%
98.28%
Median Rolling Year
24.84%
16.41%
5-Year Rolling Windows Positive
95.08%
99.28%
Market-Cap Mix
L 9% · M 13% · S 73%
L 40% · M 32% · S 24%
Number of Stocks
20
28
Portfolio P/E
22.60
45.86
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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%