Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
5.72%
6 Months
24.60%
23.48%
1 Year
7.56%
38.68%
3 Years
20.98%
26.01%
5 Years
—
16.58%
Since Inception
24.10%
18.98%
Fund Age
4 yrs 4 mo
16 yrs 6 mo
AUM
₹3.89 Cr
₹1,885.18 Cr
Alpha – 1 Year
4.58%
33.96%
Alpha – 3 Years
9.08%
13.92%
Information Ratio – 3 Years
0.07
1.27
Volatility – 1 Year
32.74%
28.06%
Volatility – 3 Years
27.24%
20.41%
Beta – 1 Year
1.49
1.39
Beta – 3 Years
1.30
1.06
Sharpe Ratio – 1 Year
0.20
1.12
Sharpe Ratio – 3 Years
0.49
1.06
Worst Rolling Year
17.91%
-4.06%
Value at Worst Rolling Year
₹1.18 Cr
₹0.96 Cr
Deepest Drawdown
−34.40%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
25.17%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
27
28
Portfolio P/E
52.77
45.86
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%