Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
5.72%
6 Months
8.66%
23.48%
1 Year
4.44%
38.68%
3 Years
14.48%
26.01%
5 Years
8.94%
16.58%
Since Inception
14.23%
18.98%
Fund Age
18 yrs 11 mo
16 yrs 6 mo
AUM
₹4,562.38 Cr
₹1,885.18 Cr
Alpha – 1 Year
1.46%
33.96%
Alpha – 3 Years
2.60%
13.92%
Information Ratio – 3 Years
0.08
1.27
Volatility – 1 Year
20.33%
28.06%
Volatility – 3 Years
19.22%
20.41%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.00
1.12
Sharpe Ratio – 3 Years
0.51
1.06
Worst Rolling Year
-6.78%
-4.06%
Value at Worst Rolling Year
₹0.93 Cr
₹0.96 Cr
Deepest Drawdown
−26.97%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
96.01%
98.28%
Median Rolling Year
15.06%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 16% · M 42% · S 38%
L 40% · M 32% · S 24%
Number of Stocks
33
28
Portfolio P/E
40.71
45.86
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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% / 0% / 0%
1% / 0% / 0%