Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.11%
5.72%
6 Months
6.51%
23.48%
1 Year
4.40%
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
5.71%
18.98%
Fund Age
18 mo
16 yrs 6 mo
AUM
₹24.25 Cr
₹1,885.18 Cr
Alpha – 1 Year
4.75%
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
15.94%
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
0.93
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.02
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.84%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 56% · M 22% · S 19%
L 40% · M 32% · S 24%
Number of Stocks
59
28
Portfolio P/E
41.96
45.86
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%