Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
ValPro Alpha A
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%
0.73%
6 Months
23.48%
20.81%
1 Year
38.68%
18.30%
3 Years
26.01%
17.96%
5 Years
16.58%
12.95%
Since Inception
18.98%
15.75%
Fund Age
16 yrs 6 mo
5 yrs 4 mo
AUM
₹1,885.18 Cr
₹193.44 Cr
Alpha – 1 Year
33.96%
19.72%
Alpha – 3 Years
13.92%
10.22%
Information Ratio – 3 Years
1.27
1.02
Volatility – 1 Year
28.06%
26.31%
Volatility – 3 Years
20.41%
19.93%
Beta – 1 Year
1.39
1.42
Beta – 3 Years
1.06
1.19
Sharpe Ratio – 1 Year
1.12
0.55
Sharpe Ratio – 3 Years
1.06
0.67
Worst Rolling Year
-4.06%
8.87%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−18.24%
−19.69%
Recovery Period
60 days
37 days
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
16.51%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
L 31% · M 8% · S 35%
Number of Stocks
28
112
Portfolio P/E
45.86
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%