Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
5.72%
6 Months
2.87%
23.48%
1 Year
3.77%
38.68%
3 Years
6.69%
26.01%
5 Years
6.74%
16.58%
Since Inception
10.62%
18.98%
Fund Age
12 yrs 1 mo
16 yrs 6 mo
AUM
₹61.33 Cr
₹1,885.18 Cr
Alpha – 1 Year
−5.66%
33.96%
Alpha – 3 Years
−3.03%
13.92%
Information Ratio – 3 Years
-1.20
1.27
Volatility – 1 Year
3.14%
28.06%
Volatility – 3 Years
2.07%
20.41%
Beta – 1 Year
-0.20
1.39
Beta – 3 Years
-0.08
1.06
Sharpe Ratio – 1 Year
-0.40
1.12
Sharpe Ratio – 3 Years
0.62
1.06
Worst Rolling Year
-3.43%
-4.06%
Value at Worst Rolling Year
₹0.97 Cr
₹0.96 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
60 days
1-Year Rolling Windows Positive
99.16%
98.28%
Median Rolling Year
11.58%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
9
28
Portfolio P/E
—
45.86
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
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
Others · 92.72%
Government · 7.02%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%