Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Systamatix - Dynamic Investment
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%
7.60%
6 Months
23.48%
26.61%
1 Year
38.68%
33.69%
3 Years
26.01%
25.74%
5 Years
16.58%
21.83%
Since Inception
18.98%
—
Fund Age
16 yrs 6 mo
8 yrs 4 mo
AUM
₹1,885.18 Cr
₹158.52 Cr
Alpha – 1 Year
33.96%
29.93%
Alpha – 3 Years
13.92%
14.85%
Information Ratio – 3 Years
1.27
1.52
Volatility – 1 Year
28.06%
19.82%
Volatility – 3 Years
20.41%
19.44%
Beta – 1 Year
1.39
1.03
Beta – 3 Years
1.06
1.06
Sharpe Ratio – 1 Year
1.12
1.29
Sharpe Ratio – 3 Years
1.06
1.16
Worst Rolling Year
-4.06%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−18.24%
—
Recovery Period
60 days
—
1-Year Rolling Windows Positive
98.28%
—
Median Rolling Year
16.41%
—
5-Year Rolling Windows Positive
99.28%
—
Market-Cap Mix
L 40% · M 32% · S 24%
L 31% · M 28% · S 38%
Number of Stocks
28
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%