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Edelweiss Focused Mid & Small Cap Portfolio Series II vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Edelweiss Focused Mid & Small Cap Portfolio Series II
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
5.72%
6 Months
24.50%
23.48%
1 Year
16.08%
38.68%
3 Years
8.83%
26.01%
5 Years
7.88%
16.58%
Since Inception
9.93%
18.98%
Fund Age
8 yrs 7 mo
16 yrs 6 mo
AUM
₹6.19 Cr
₹1,885.18 Cr
Alpha – 1 Year
16.43%
33.96%
Alpha – 3 Years
−0.16%
13.92%
Information Ratio – 3 Years
0.06
1.27
Volatility – 1 Year
23.83%
28.06%
Volatility – 3 Years
20.97%
20.41%
Beta – 1 Year
1.19
1.39
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
0.51
1.12
Sharpe Ratio – 3 Years
0.26
1.06
Worst Rolling Year
-1.14%
-4.06%
Value at Worst Rolling Year
₹0.99 Cr
₹0.96 Cr
Deepest Drawdown
−28.92%
−18.24%
Recovery Period
458 days
60 days
1-Year Rolling Windows Positive
98.16%
98.28%
Median Rolling Year
14.31%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 9% · M 13% · S 77%
L 40% · M 32% · S 24%
Number of Stocks
33
28
Portfolio P/E
33.49
45.86
Top 5 Holdings
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
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 · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
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)
3% / 2% / 1%
1% / 0% / 0%