Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.72%
0.44%
6 Months
23.48%
24.87%
1 Year
38.68%
7.81%
3 Years
26.01%
29.92%
5 Years
16.58%
26.50%
Since Inception
18.98%
23.67%
Fund Age
16 yrs 6 mo
5 yrs 9 mo
AUM
₹1,885.18 Cr
₹607.62 Cr
Alpha – 1 Year
33.96%
3.09%
Alpha – 3 Years
13.92%
17.83%
Information Ratio – 3 Years
1.27
—
Volatility – 1 Year
28.06%
37.31%
Volatility – 3 Years
20.41%
29.20%
Beta – 1 Year
1.39
1.91
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
1.12
0.22
Sharpe Ratio – 3 Years
1.06
2.38
Worst Rolling Year
-4.06%
7.15%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−18.24%
−15.58%
Recovery Period
60 days
40 days
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
36.18%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
—
Number of Stocks
28
—
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%