Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
5.72%
6 Months
13.27%
23.48%
1 Year
19.25%
38.68%
3 Years
19.26%
26.01%
5 Years
12.69%
16.58%
Since Inception
18.49%
18.98%
Fund Age
7 yrs 3 mo
16 yrs 6 mo
AUM
₹40.18 Cr
₹1,885.18 Cr
Alpha – 1 Year
14.53%
33.96%
Alpha – 3 Years
7.17%
13.92%
Information Ratio – 3 Years
0.70
1.27
Volatility – 1 Year
26.49%
28.06%
Volatility – 3 Years
18.75%
20.41%
Beta – 1 Year
1.37
1.39
Beta – 3 Years
1.06
1.06
Sharpe Ratio – 1 Year
0.59
1.12
Sharpe Ratio – 3 Years
0.71
1.06
Worst Rolling Year
12.14%
-4.06%
Value at Worst Rolling Year
₹1.12 Cr
₹0.96 Cr
Deepest Drawdown
−15.45%
−18.24%
Recovery Period
24 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
20.15%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 13% · M 41% · S 44%
L 40% · M 32% · S 24%
Number of Stocks
36
28
Portfolio P/E
41.94
45.86
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%