Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
5.72%
6 Months
6.66%
23.48%
1 Year
7.95%
38.68%
3 Years
14.01%
26.01%
5 Years
12.40%
16.58%
Since Inception
16.07%
18.98%
Fund Age
12 yrs 5 mo
16 yrs 6 mo
AUM
₹27.98 Cr
₹1,885.18 Cr
Alpha – 1 Year
3.23%
33.96%
Alpha – 3 Years
1.92%
13.92%
Information Ratio – 3 Years
0.55
1.27
Volatility – 1 Year
16.42%
28.06%
Volatility – 3 Years
14.36%
20.41%
Beta – 1 Year
0.92
1.39
Beta – 3 Years
0.91
1.06
Sharpe Ratio – 1 Year
0.15
1.12
Sharpe Ratio – 3 Years
0.63
1.06
Worst Rolling Year
-4.39%
-4.06%
Value at Worst Rolling Year
₹0.96 Cr
₹0.96 Cr
Deepest Drawdown
−17.36%
−18.24%
Recovery Period
532 days
60 days
1-Year Rolling Windows Positive
97.43%
98.28%
Median Rolling Year
15.67%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 25% · M 6% · S 37%
L 40% · M 32% · S 24%
Number of Stocks
30
28
Portfolio P/E
29.90
45.86
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%