Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
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
7.67%
5.72%
6 Months
27.70%
23.48%
1 Year
47.52%
38.68%
3 Years
23.98%
26.01%
5 Years
15.87%
16.58%
Since Inception
18.55%
18.98%
Fund Age
16 yrs 2 mo
16 yrs 6 mo
AUM
₹1,022.92 Cr
₹1,885.18 Cr
Alpha – 1 Year
42.80%
33.96%
Alpha – 3 Years
11.89%
13.92%
Information Ratio – 3 Years
1.12
1.27
Volatility – 1 Year
28.29%
28.06%
Volatility – 3 Years
20.76%
20.41%
Beta – 1 Year
1.36
1.39
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
1.33
1.12
Sharpe Ratio – 3 Years
0.99
1.06
Worst Rolling Year
-4.58%
-4.06%
Value at Worst Rolling Year
₹0.95 Cr
₹0.96 Cr
Deepest Drawdown
−19.51%
−18.24%
Recovery Period
115 days
60 days
1-Year Rolling Windows Positive
97.86%
98.28%
Median Rolling Year
18.35%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 22% · M 32% · S 42%
L 40% · M 32% · S 24%
Number of Stocks
26
28
Portfolio P/E
50.74
45.86
Top 5 Holdings
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%
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 · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%