Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Deep Value IV vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Deep Value IV
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
5.72%
6 Months
9.66%
23.48%
1 Year
−3.09%
38.68%
3 Years
6.08%
26.01%
5 Years
7.39%
16.58%
Since Inception
14.00%
18.98%
Fund Age
10 yrs 8 mo
16 yrs 6 mo
AUM
₹23.99 Cr
₹1,885.18 Cr
Alpha – 1 Year
−7.81%
33.96%
Alpha – 3 Years
−6.01%
13.92%
Information Ratio – 3 Years
-0.36
1.27
Volatility – 1 Year
26.88%
28.06%
Volatility – 3 Years
21.87%
20.41%
Beta – 1 Year
1.39
1.39
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
-0.19
1.12
Sharpe Ratio – 3 Years
0.19
1.06
Worst Rolling Year
-6.71%
-4.06%
Value at Worst Rolling Year
₹0.93 Cr
₹0.96 Cr
Deepest Drawdown
−35.14%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
97.09%
98.28%
Median Rolling Year
15.37%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 2% · M 15% · S 82%
L 40% · M 32% · S 24%
Number of Stocks
25
28
Portfolio P/E
44.86
45.86
Top 5 Holdings
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
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 · 16.55%
Realty · 10.96%
Textiles · 10.90%
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)
2% / 0% / 0%
1% / 0% / 0%