Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Tamohara - Q Strategy
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%
−0.46%
6 Months
23.48%
6.77%
1 Year
38.68%
7.38%
3 Years
26.01%
9.03%
5 Years
16.58%
—
Since Inception
18.98%
10.29%
Fund Age
16 yrs 6 mo
4 yrs 2 mo
AUM
₹1,885.18 Cr
₹9.69 Cr
Alpha – 1 Year
33.96%
7.73%
Alpha – 3 Years
13.92%
0.04%
Information Ratio – 3 Years
1.27
0.09
Volatility – 1 Year
28.06%
17.08%
Volatility – 3 Years
20.41%
16.18%
Beta – 1 Year
1.39
0.95
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
1.12
0.20
Sharpe Ratio – 3 Years
1.06
0.33
Worst Rolling Year
-4.06%
7.39%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−18.24%
−24.88%
Recovery Period
60 days
Not yet recovered
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
9.85%
5-Year Rolling Windows Positive
99.28%
—
Market-Cap Mix
L 40% · M 32% · S 24%
L 41% · M 53%
Number of Stocks
28
22
Portfolio P/E
45.86
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –