Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
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
5.72%
3.29%
6 Months
23.48%
14.68%
1 Year
38.68%
11.65%
3 Years
26.01%
7.09%
5 Years
16.58%
8.41%
Since Inception
18.98%
10.45%
Fund Age
16 yrs 6 mo
10 yrs 5 mo
AUM
₹1,885.18 Cr
₹24.48 Cr
Alpha – 1 Year
33.96%
12.00%
Alpha – 3 Years
13.92%
−1.90%
Information Ratio – 3 Years
1.27
-0.12
Volatility – 1 Year
28.06%
20.48%
Volatility – 3 Years
20.41%
16.32%
Beta – 1 Year
1.39
1.11
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
1.12
0.36
Sharpe Ratio – 3 Years
1.06
0.15
Worst Rolling Year
-4.06%
-5.06%
Value at Worst Rolling Year
₹0.96 Cr
₹0.95 Cr
Deepest Drawdown
−18.24%
−24.00%
Recovery Period
60 days
Not yet recovered
1-Year Rolling Windows Positive
98.28%
92.00%
Median Rolling Year
16.41%
9.94%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
L 41% · M 5% · S 35%
Number of Stocks
28
31
Portfolio P/E
45.86
28.34
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%
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 · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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% / – / –