Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Unifi APJ 20*
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%
3.07%
6 Months
23.48%
13.63%
1 Year
38.68%
10.76%
3 Years
26.01%
13.00%
5 Years
16.58%
13.13%
Since Inception
18.98%
20.07%
Fund Age
16 yrs 6 mo
10 yrs 11 mo
AUM
₹1,885.18 Cr
₹942.94 Cr
Alpha – 1 Year
33.96%
6.04%
Alpha – 3 Years
13.92%
0.91%
Information Ratio – 3 Years
1.27
0.27
Volatility – 1 Year
28.06%
18.61%
Volatility – 3 Years
20.41%
17.55%
Beta – 1 Year
1.39
1.02
Beta – 3 Years
1.06
1.01
Sharpe Ratio – 1 Year
1.12
0.35
Sharpe Ratio – 3 Years
1.06
0.49
Worst Rolling Year
-4.06%
-10.32%
Value at Worst Rolling Year
₹0.96 Cr
₹0.90 Cr
Deepest Drawdown
−18.24%
−17.59%
Recovery Period
60 days
518 days
1-Year Rolling Windows Positive
98.28%
95.82%
Median Rolling Year
16.41%
19.87%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
L 15% · M 3% · S 82%
Number of Stocks
28
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Portfolio P/E
45.86
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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