Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
SVAN Velocity
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
5.72%
3.40%
6 Months
23.48%
21.77%
1 Year
38.68%
16.05%
3 Years
26.01%
23.24%
5 Years
16.58%
—
Since Inception
18.98%
24.82%
Fund Age
16 yrs 6 mo
3 yrs 1 mo
AUM
₹1,885.18 Cr
₹415.03 Cr
Alpha – 1 Year
33.96%
11.33%
Alpha – 3 Years
13.92%
11.15%
Information Ratio – 3 Years
1.27
0.72
Volatility – 1 Year
28.06%
25.50%
Volatility – 3 Years
20.41%
24.35%
Beta – 1 Year
1.39
1.34
Beta – 3 Years
1.06
1.27
Sharpe Ratio – 1 Year
1.12
0.50
Sharpe Ratio – 3 Years
1.06
0.77
Worst Rolling Year
-4.06%
23.24%
Value at Worst Rolling Year
₹0.96 Cr
₹1.23 Cr
Deepest Drawdown
−18.24%
−25.33%
Recovery Period
60 days
104 days
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
24.73%
5-Year Rolling Windows Positive
99.28%
—
Market-Cap Mix
L 40% · M 32% · S 24%
M 2% · S 95%
Number of Stocks
28
—
Portfolio P/E
45.86
—
Top 5 Holdings
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –