Portfolio Management Services (PMS)Compare Schemes
Omni Dynamic Allocator vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Omni Dynamic Allocator
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.08%
7.67%
6 Months
1.57%
27.70%
1 Year
—
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
−0.82%
18.55%
Fund Age
8 mo
16 yrs 2 mo
AUM
₹0.53 Cr
₹1,022.92 Cr
Alpha – 1 Year
—
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
—
28.29%
Volatility – 3 Years
—
20.76%
Beta – 1 Year
—
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
—
1.33
Sharpe Ratio – 3 Years
—
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
—
−19.51%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 13% · S 34%
L 22% · M 32% · S 42%
Number of Stocks
39
26
Portfolio P/E
11.34
50.74
Top 5 Holdings
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%
LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%
BHARAT Bond ETF - April 2033 · 8.33%
Jindal Stainless Ltd · 2.59%
Bank of Baroda · 2.59%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 43.41%
Government · 14.26%
Construction · 12.93%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%