Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
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
2.92%
5.72%
6 Months
8.20%
23.48%
1 Year
15.48%
38.68%
3 Years
18.05%
26.01%
5 Years
15.54%
16.58%
Since Inception
14.61%
18.98%
Fund Age
10 yrs 4 mo
16 yrs 6 mo
AUM
₹747.6 Cr
₹1,885.18 Cr
Alpha – 1 Year
15.83%
33.96%
Alpha – 3 Years
9.06%
13.92%
Information Ratio – 3 Years
0.72
1.27
Volatility – 1 Year
18.67%
28.06%
Volatility – 3 Years
21.45%
20.41%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
1.31
1.06
Sharpe Ratio – 1 Year
0.58
1.12
Sharpe Ratio – 3 Years
0.64
1.06
Worst Rolling Year
-13.89%
-4.06%
Value at Worst Rolling Year
₹0.86 Cr
₹0.96 Cr
Deepest Drawdown
−30.97%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
77.45%
98.28%
Median Rolling Year
21.11%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 35% · M 50% · S 14%
L 40% · M 32% · S 24%
Number of Stocks
25
28
Portfolio P/E
31.22
45.86
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
1% / 0% / 0%