Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
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
−0.54%
5.72%
6 Months
12.07%
23.48%
1 Year
11.66%
38.68%
3 Years
13.52%
26.01%
5 Years
—
16.58%
Since Inception
14.98%
18.98%
Fund Age
3 yrs 6 mo
16 yrs 6 mo
AUM
₹447.27 Cr
₹1,885.18 Cr
Alpha – 1 Year
6.94%
33.96%
Alpha – 3 Years
1.43%
13.92%
Information Ratio – 3 Years
0.13
1.27
Volatility – 1 Year
21.15%
28.06%
Volatility – 3 Years
18.85%
20.41%
Beta – 1 Year
1.14
1.39
Beta – 3 Years
1.10
1.06
Sharpe Ratio – 1 Year
0.37
1.12
Sharpe Ratio – 3 Years
0.48
1.06
Worst Rolling Year
10.55%
-4.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−17.40%
−18.24%
Recovery Period
122 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
14.34%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 28% · M 19% · S 29%
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
33.83
45.86
Top 5 Holdings
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
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
—
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
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%