Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
23.48%
20.32%
1 Year
38.68%
29.93%
3 Years
26.01%
—
5 Years
16.58%
—
Since Inception
18.98%
15.24%
Fund Age
16 yrs 6 mo
1 yr 9 mo
AUM
₹1,885.18 Cr
₹3.17 Cr
Alpha – 1 Year
33.96%
25.21%
Alpha – 3 Years
13.92%
—
Information Ratio – 3 Years
1.27
—
Volatility – 1 Year
28.06%
24.54%
Volatility – 3 Years
20.41%
—
Beta – 1 Year
1.39
1.19
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
1.12
0.97
Sharpe Ratio – 3 Years
1.06
—
Worst Rolling Year
-4.06%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−18.24%
−12.48%
Recovery Period
60 days
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
28
36
Portfolio P/E
45.86
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –