Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Concentrated Option vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Concentrated Option
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
2.00%
5.72%
6 Months
4.68%
23.48%
1 Year
1.87%
38.68%
3 Years
11.50%
26.01%
5 Years
11.18%
16.58%
Since Inception
13.51%
18.98%
Fund Age
7 yrs 4 mo
16 yrs 6 mo
AUM
₹149.25 Cr
₹1,885.18 Cr
Alpha – 1 Year
−2.85%
33.96%
Alpha – 3 Years
−0.59%
13.92%
Information Ratio – 3 Years
-0.25
1.27
Volatility – 1 Year
19.19%
28.06%
Volatility – 3 Years
15.31%
20.41%
Beta – 1 Year
1.06
1.39
Beta – 3 Years
0.92
1.06
Sharpe Ratio – 1 Year
-0.09
1.12
Sharpe Ratio – 3 Years
0.39
1.06
Worst Rolling Year
9.38%
-4.06%
Value at Worst Rolling Year
₹1.09 Cr
₹0.96 Cr
Deepest Drawdown
−17.52%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
17.16%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 61% · M 17% · S 18%
L 40% · M 32% · S 24%
Number of Stocks
15
28
Portfolio P/E
23.26
45.86
Top 5 Holdings
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
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
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
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%