Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
5.72%
6 Months
25.00%
23.48%
1 Year
17.14%
38.68%
3 Years
16.20%
26.01%
5 Years
15.34%
16.58%
Since Inception
19.60%
18.98%
Fund Age
7 yrs 3 mo
16 yrs 6 mo
AUM
₹127.23 Cr
₹1,885.18 Cr
Alpha – 1 Year
12.42%
33.96%
Alpha – 3 Years
4.43%
13.92%
Information Ratio – 3 Years
0.38
1.27
Volatility – 1 Year
23.12%
28.06%
Volatility – 3 Years
20.20%
20.41%
Beta – 1 Year
1.18
1.39
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
0.56
1.12
Sharpe Ratio – 3 Years
0.61
1.06
Worst Rolling Year
13.55%
-4.06%
Value at Worst Rolling Year
₹1.14 Cr
₹0.96 Cr
Deepest Drawdown
−26.74%
−18.24%
Recovery Period
143 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
20.50%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 26% · M 19% · S 50%
L 40% · M 32% · S 24%
Number of Stocks
101
28
Portfolio P/E
52.20
45.86
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%