Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
3.29%
6 Months
27.70%
14.68%
1 Year
47.52%
11.65%
3 Years
23.98%
7.09%
5 Years
15.87%
8.41%
Since Inception
18.55%
10.45%
Fund Age
16 yrs 2 mo
10 yrs 5 mo
AUM
₹1,022.92 Cr
₹24.48 Cr
Alpha – 1 Year
42.80%
12.00%
Alpha – 3 Years
11.89%
−1.90%
Information Ratio – 3 Years
1.12
-0.12
Volatility – 1 Year
28.29%
20.48%
Volatility – 3 Years
20.76%
16.32%
Beta – 1 Year
1.36
1.11
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
1.33
0.36
Sharpe Ratio – 3 Years
0.99
0.15
Worst Rolling Year
-4.58%
-5.06%
Value at Worst Rolling Year
₹0.95 Cr
₹0.95 Cr
Deepest Drawdown
−19.51%
−24.00%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
92.00%
Median Rolling Year
18.35%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 32% · S 42%
L 41% · M 5% · S 35%
Number of Stocks
26
31
Portfolio P/E
50.74
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –