Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
5.72%
6 Months
26.95%
23.48%
1 Year
13.12%
38.68%
3 Years
17.80%
26.01%
5 Years
15.04%
16.58%
Since Inception
22.70%
18.98%
Fund Age
8 yrs
16 yrs 6 mo
AUM
₹357.26 Cr
₹1,885.18 Cr
Alpha – 1 Year
10.14%
33.96%
Alpha – 3 Years
5.90%
13.92%
Information Ratio – 3 Years
0.31
1.27
Volatility – 1 Year
32.38%
28.06%
Volatility – 3 Years
25.45%
20.41%
Beta – 1 Year
1.68
1.39
Beta – 3 Years
1.37
1.06
Sharpe Ratio – 1 Year
0.36
1.12
Sharpe Ratio – 3 Years
0.56
1.06
Worst Rolling Year
11.19%
-4.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−26.50%
−18.24%
Recovery Period
80 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
27.28%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 7% · M 19% · S 59%
L 40% · M 32% · S 24%
Number of Stocks
42
28
Portfolio P/E
42.01
45.86
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%