Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
23.48%
11.30%
1 Year
38.68%
5.88%
3 Years
26.01%
—
5 Years
16.58%
—
Since Inception
18.98%
10.85%
Fund Age
16 yrs 6 mo
2 yrs 5 mo
AUM
₹1,885.18 Cr
₹45.96 Cr
Alpha – 1 Year
33.96%
−0.98%
Alpha – 3 Years
13.92%
—
Information Ratio – 3 Years
1.27
—
Volatility – 1 Year
28.06%
21.88%
Volatility – 3 Years
20.41%
—
Beta – 1 Year
1.39
2.00
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
1.12
0.12
Sharpe Ratio – 3 Years
1.06
—
Worst Rolling Year
-4.06%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−18.24%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
28
39
Portfolio P/E
45.86
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 1%