Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
5.72%
6 Months
12.65%
23.48%
1 Year
22.80%
38.68%
3 Years
18.05%
26.01%
5 Years
41.98%
16.58%
Since Inception
7.54%
18.98%
Fund Age
9 yrs 2 mo
16 yrs 6 mo
AUM
₹9.17 Cr
₹1,885.18 Cr
Alpha – 1 Year
24.84%
33.96%
Alpha – 3 Years
11.40%
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
21.50%
28.06%
Volatility – 3 Years
17.94%
20.41%
Beta – 1 Year
—
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.82
1.12
Sharpe Ratio – 3 Years
0.76
1.06
Worst Rolling Year
-34.33%
-4.06%
Value at Worst Rolling Year
₹0.66 Cr
₹0.96 Cr
Deepest Drawdown
−18.33%
−18.24%
Recovery Period
81 days
60 days
1-Year Rolling Windows Positive
68.37%
98.28%
Median Rolling Year
26.92%
16.41%
5-Year Rolling Windows Positive
74.51%
99.28%
Market-Cap Mix
L 13% · M 14% · S 73%
L 40% · M 32% · S 24%
Number of Stocks
18
28
Portfolio P/E
18.68
45.86
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%