Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
5.72%
6 Months
25.32%
23.48%
1 Year
18.21%
38.68%
3 Years
32.70%
26.01%
5 Years
23.63%
16.58%
Since Inception
28.38%
18.98%
Fund Age
7 yrs 10 mo
16 yrs 6 mo
AUM
₹8,686.39 Cr
₹1,885.18 Cr
Alpha – 1 Year
13.49%
33.96%
Alpha – 3 Years
20.61%
13.92%
Information Ratio – 3 Years
1.92
1.27
Volatility – 1 Year
22.97%
28.06%
Volatility – 3 Years
19.40%
20.41%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
0.98
1.06
Sharpe Ratio – 1 Year
0.61
1.12
Sharpe Ratio – 3 Years
1.30
1.06
Worst Rolling Year
17.00%
-4.06%
Value at Worst Rolling Year
₹1.17 Cr
₹0.96 Cr
Deepest Drawdown
−22.23%
−18.24%
Recovery Period
227 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
30.47%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 37% · M 30% · S 25%
L 40% · M 32% · S 24%
Number of Stocks
43
28
Portfolio P/E
62.25
45.86
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
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
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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%