Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
True-Equity Factor Quant
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%
1.09%
6 Months
23.48%
3.47%
1 Year
38.68%
−3.80%
3 Years
26.01%
11.26%
5 Years
16.58%
—
Since Inception
18.98%
13.40%
Fund Age
16 yrs 6 mo
3 yrs 11 mo
AUM
₹1,885.18 Cr
₹143.29 Cr
Alpha – 1 Year
33.96%
−6.78%
Alpha – 3 Years
13.92%
−0.63%
Information Ratio – 3 Years
1.27
-0.10
Volatility – 1 Year
28.06%
15.14%
Volatility – 3 Years
20.41%
16.91%
Beta – 1 Year
1.39
0.83
Beta – 3 Years
1.06
0.99
Sharpe Ratio – 1 Year
1.12
-0.54
Sharpe Ratio – 3 Years
1.06
0.40
Worst Rolling Year
-4.06%
11.18%
Value at Worst Rolling Year
₹0.96 Cr
₹1.11 Cr
Deepest Drawdown
−18.24%
−27.14%
Recovery Period
60 days
Not yet recovered
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
17.01%
5-Year Rolling Windows Positive
99.28%
—
Market-Cap Mix
L 40% · M 32% · S 24%
—
Number of Stocks
28
50
Portfolio P/E
45.86
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%