Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap 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
−1.86%
5.72%
6 Months
0.50%
23.48%
1 Year
6.34%
38.68%
3 Years
19.74%
26.01%
5 Years
16.62%
16.58%
Since Inception
20.10%
18.98%
Fund Age
6 yrs 1 mo
16 yrs 6 mo
AUM
₹56.91 Cr
₹1,885.18 Cr
Alpha – 1 Year
1.64%
33.96%
Alpha – 3 Years
7.64%
13.92%
Information Ratio – 3 Years
0.90
1.27
Volatility – 1 Year
16.52%
28.06%
Volatility – 3 Years
17.18%
20.41%
Beta – 1 Year
0.89
1.39
Beta – 3 Years
1.04
1.06
Sharpe Ratio – 1 Year
0.14
1.12
Sharpe Ratio – 3 Years
0.84
1.06
Worst Rolling Year
18.93%
-4.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.96 Cr
Deepest Drawdown
−18.72%
−18.24%
Recovery Period
245 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
25.30%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 59% · M 40%
L 40% · M 32% · S 24%
Number of Stocks
20
28
Portfolio P/E
27.00
45.86
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%