Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
23.48%
−1.47%
1 Year
38.68%
6.66%
3 Years
26.01%
11.29%
5 Years
16.58%
13.68%
Since Inception
18.98%
15.03%
Fund Age
16 yrs 6 mo
5 yrs 7 mo
AUM
₹1,885.18 Cr
₹138.83 Cr
Alpha – 1 Year
33.96%
7.01%
Alpha – 3 Years
13.92%
2.30%
Information Ratio – 3 Years
1.27
0.23
Volatility – 1 Year
28.06%
16.50%
Volatility – 3 Years
20.41%
16.10%
Beta – 1 Year
1.39
0.93
Beta – 3 Years
1.06
0.99
Sharpe Ratio – 1 Year
1.12
0.15
Sharpe Ratio – 3 Years
1.06
0.41
Worst Rolling Year
-4.06%
11.25%
Value at Worst Rolling Year
₹0.96 Cr
₹1.11 Cr
Deepest Drawdown
−18.24%
−21.42%
Recovery Period
60 days
Not yet recovered
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
17.75%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
—
Number of Stocks
28
18
Portfolio P/E
45.86
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
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%
3% / 2% / 1%