Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Turtle Wealth -Wealth Mantra
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Sundaram Alternate - SISOP
Turtle Wealth -Wealth Mantra
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%
4.93%
6 Months
23.48%
2.72%
1 Year
38.68%
22.88%
3 Years
26.01%
20.47%
5 Years
16.58%
15.12%
Since Inception
18.98%
17.02%
Fund Age
16 yrs 6 mo
6 yrs 11 mo
AUM
₹1,885.18 Cr
₹261.05 Cr
Alpha – 1 Year
33.96%
18.16%
Alpha – 3 Years
13.92%
8.38%
Information Ratio – 3 Years
1.27
0.98
Volatility – 1 Year
28.06%
17.62%
Volatility – 3 Years
20.41%
15.64%
Beta – 1 Year
1.39
0.83
Beta – 3 Years
1.06
0.87
Sharpe Ratio – 1 Year
1.12
0.97
Sharpe Ratio – 3 Years
1.06
0.94
Worst Rolling Year
-4.06%
7.22%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−18.24%
−19.96%
Recovery Period
60 days
189 days
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
19.64%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
L 28% · M 19% · S 43%
Number of Stocks
28
18
Portfolio P/E
45.86
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%