Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
5.72%
6 Months
8.20%
23.48%
1 Year
10.87%
38.68%
3 Years
16.09%
26.01%
5 Years
14.49%
16.58%
Since Inception
9.93%
18.98%
Fund Age
8 yrs 9 mo
16 yrs 6 mo
AUM
₹64.23 Cr
₹1,885.18 Cr
Alpha – 1 Year
7.11%
33.96%
Alpha – 3 Years
5.20%
13.92%
Information Ratio – 3 Years
0.63
1.27
Volatility – 1 Year
21.13%
28.06%
Volatility – 3 Years
19.82%
20.41%
Beta – 1 Year
1.16
1.39
Beta – 3 Years
1.20
1.06
Sharpe Ratio – 1 Year
0.35
1.12
Sharpe Ratio – 3 Years
0.59
1.06
Worst Rolling Year
-6.69%
-4.06%
Value at Worst Rolling Year
₹0.93 Cr
₹0.96 Cr
Deepest Drawdown
−22.93%
−18.24%
Recovery Period
496 days
60 days
1-Year Rolling Windows Positive
90.85%
98.28%
Median Rolling Year
19.50%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 25% · M 25% · S 42%
L 40% · M 32% · S 24%
Number of Stocks
42
28
Portfolio P/E
23.92
45.86
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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)
1% / 1% / –
1% / 0% / 0%