Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Valtrust Momentum
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%
4.78%
6 Months
23.48%
15.08%
1 Year
38.68%
13.63%
3 Years
26.01%
16.91%
5 Years
16.58%
—
Since Inception
18.98%
23.12%
Fund Age
16 yrs 6 mo
3 yrs 7 mo
AUM
₹1,885.18 Cr
₹78.91 Cr
Alpha – 1 Year
33.96%
8.91%
Alpha – 3 Years
13.92%
4.82%
Information Ratio – 3 Years
1.27
0.40
Volatility – 1 Year
28.06%
20.25%
Volatility – 3 Years
20.41%
21.43%
Beta – 1 Year
1.39
1.06
Beta – 3 Years
1.06
1.18
Sharpe Ratio – 1 Year
1.12
0.47
Sharpe Ratio – 3 Years
1.06
0.59
Worst Rolling Year
-4.06%
15.66%
Value at Worst Rolling Year
₹0.96 Cr
₹1.16 Cr
Deepest Drawdown
−18.24%
−29.56%
Recovery Period
60 days
Not yet recovered
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
19.72%
5-Year Rolling Windows Positive
99.28%
—
Market-Cap Mix
L 40% · M 32% · S 24%
L 15% · M 30% · S 55%
Number of Stocks
28
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%