Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
5.72%
6 Months
19.31%
23.48%
1 Year
11.21%
38.68%
3 Years
13.34%
26.01%
5 Years
15.02%
16.58%
Since Inception
17.08%
18.98%
Fund Age
5 yrs 4 mo
16 yrs 6 mo
AUM
₹135.65 Cr
₹1,885.18 Cr
Alpha – 1 Year
6.49%
33.96%
Alpha – 3 Years
1.25%
13.92%
Information Ratio – 3 Years
0.12
1.27
Volatility – 1 Year
20.71%
28.06%
Volatility – 3 Years
17.79%
20.41%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
0.35
1.12
Sharpe Ratio – 3 Years
0.50
1.06
Worst Rolling Year
12.49%
-4.06%
Value at Worst Rolling Year
₹1.12 Cr
₹0.96 Cr
Deepest Drawdown
−25.10%
−18.24%
Recovery Period
493 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
19.71%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 18% · M 24% · S 55%
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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 · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%