Portfolio Management Services (PMS)Compare Schemes
Equirus Flexi Cap Fund vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Equirus Flexi Cap Fund
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.91%
5.72%
6 Months
10.01%
23.48%
1 Year
—
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
14.65%
18.98%
Fund Age
9 mo
16 yrs 6 mo
AUM
₹122.25 Cr
₹1,885.18 Cr
Alpha – 1 Year
—
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
—
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
—
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
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 27% · M 14% · S 55%
L 40% · M 32% · S 24%
Number of Stocks
33
28
Portfolio P/E
31.90
45.86
Top 5 Holdings
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%