Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
5.72%
6 Months
—
23.48%
1 Year
—
38.68%
3 Years
—
26.01%
5 Years
—
16.58%
Since Inception
17.31%
18.98%
Fund Age
5 mo
16 yrs 6 mo
AUM
₹30.77 Cr
₹1,885.18 Cr
Alpha – 1 Year
—
33.96%
Alpha – 3 Years
—
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
—
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
—
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
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 20% · M 23% · S 49%
L 40% · M 32% · S 24%
Number of Stocks
20
28
Portfolio P/E
53.40
45.86
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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 · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
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)
2% / 1% / 0%
1% / 0% / 0%