Portfolio Management Services (PMS)Compare Schemes
Merisis Multicap Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Merisis Multicap Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
5.72%
6 Months
14.30%
23.48%
1 Year
18.52%
38.68%
3 Years
11.27%
26.01%
5 Years
8.98%
16.58%
Since Inception
16.57%
18.98%
Fund Age
6 yrs 6 mo
16 yrs 6 mo
AUM
₹4.79 Cr
₹1,885.18 Cr
Alpha – 1 Year
18.87%
33.96%
Alpha – 3 Years
2.27%
13.92%
Information Ratio – 3 Years
0.39
1.27
Volatility – 1 Year
19.72%
28.06%
Volatility – 3 Years
16.55%
20.41%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.68
1.12
Sharpe Ratio – 3 Years
0.41
1.06
Worst Rolling Year
3.70%
-4.06%
Value at Worst Rolling Year
₹1.04 Cr
₹0.96 Cr
Deepest Drawdown
−22.25%
−18.24%
Recovery Period
511 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
10.81%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 4% · S 64%
L 40% · M 32% · S 24%
Number of Stocks
9
28
Portfolio P/E
13.20
45.86
Top 5 Holdings
Cash & Cash Equivalent · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
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 · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
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)
3% / 2% / 1%
1% / 0% / 0%