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Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Sundaram Alternate - SISOP
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Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
5.72%
6 Months
11.98%
23.48%
1 Year
18.12%
38.68%
3 Years
18.24%
26.01%
5 Years
—
16.58%
Since Inception
20.21%
18.98%
Fund Age
4 yrs 8 mo
16 yrs 6 mo
AUM
₹424.87 Cr
₹1,885.18 Cr
Alpha – 1 Year
13.40%
33.96%
Alpha – 3 Years
6.15%
13.92%
Information Ratio – 3 Years
0.85
1.27
Volatility – 1 Year
22.44%
28.06%
Volatility – 3 Years
19.69%
20.41%
Beta – 1 Year
1.22
1.39
Beta – 3 Years
1.10
1.06
Sharpe Ratio – 1 Year
0.61
1.12
Sharpe Ratio – 3 Years
0.80
1.06
Worst Rolling Year
18.24%
-4.06%
Value at Worst Rolling Year
₹1.18 Cr
₹0.96 Cr
Deepest Drawdown
−25.57%
−18.24%
Recovery Period
337 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
24.33%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
M 1% · S 89%
L 40% · M 32% · S 24%
Number of Stocks
30
28
Portfolio P/E
23.45
45.86
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%