Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Unifi Blended - Rangoli
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%
3.17%
6 Months
23.48%
10.91%
1 Year
38.68%
10.45%
3 Years
26.01%
10.60%
5 Years
16.58%
10.74%
Since Inception
18.98%
18.07%
Fund Age
16 yrs 6 mo
9 yrs 2 mo
AUM
₹1,885.18 Cr
₹11,464.61 Cr
Alpha – 1 Year
33.96%
5.73%
Alpha – 3 Years
13.92%
−1.49%
Information Ratio – 3 Years
1.27
-0.11
Volatility – 1 Year
28.06%
18.78%
Volatility – 3 Years
20.41%
16.83%
Beta – 1 Year
1.39
1.04
Beta – 3 Years
1.06
1.02
Sharpe Ratio – 1 Year
1.12
0.34
Sharpe Ratio – 3 Years
1.06
0.37
Worst Rolling Year
-4.06%
4.89%
Value at Worst Rolling Year
₹0.96 Cr
₹1.05 Cr
Deepest Drawdown
−18.24%
−19.94%
Recovery Period
60 days
153 days
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
19.21%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
L 24% · M 11% · S 66%
Number of Stocks
28
—
Portfolio P/E
45.86
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%