Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
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
3.08%
5.72%
6 Months
9.19%
23.48%
1 Year
9.02%
38.68%
3 Years
14.71%
26.01%
5 Years
10.31%
16.58%
Since Inception
14.95%
18.98%
Fund Age
7 yrs 10 mo
16 yrs 6 mo
AUM
₹42.73 Cr
₹1,885.18 Cr
Alpha – 1 Year
4.30%
33.96%
Alpha – 3 Years
2.62%
13.92%
Information Ratio – 3 Years
0.63
1.27
Volatility – 1 Year
17.52%
28.06%
Volatility – 3 Years
14.89%
20.41%
Beta – 1 Year
0.97
1.39
Beta – 3 Years
0.92
1.06
Sharpe Ratio – 1 Year
0.26
1.12
Sharpe Ratio – 3 Years
0.66
1.06
Worst Rolling Year
8.19%
-4.06%
Value at Worst Rolling Year
₹1.08 Cr
₹0.96 Cr
Deepest Drawdown
−18.24%
−18.24%
Recovery Period
238 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
16.27%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 18% · M 16% · S 37%
L 40% · M 32% · S 24%
Number of Stocks
30
28
Portfolio P/E
31.64
45.86
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%