Portfolio Management Services (PMS)Compare Schemes
Fort Capital -Dynamic vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Fort Capital -Dynamic
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.01%
5.72%
6 Months
9.13%
23.48%
1 Year
14.46%
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
18.87%
18.98%
Fund Age
2 yrs 7 mo
16 yrs 6 mo
AUM
₹204.29 Cr
₹1,885.18 Cr
Alpha – 1 Year
14.81%
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
18.18%
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
1.10
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.54
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−16.11%
−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 66% · M 1% · S 30%
L 40% · M 32% · S 24%
Number of Stocks
68
28
Portfolio P/E
33.26
45.86
Top 5 Holdings
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
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 · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%