Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.72%
3.26%
6 Months
23.48%
4.03%
1 Year
38.68%
0.70%
3 Years
26.01%
10.01%
5 Years
16.58%
8.40%
Since Inception
18.98%
14.84%
Fund Age
16 yrs 6 mo
7 yrs 10 mo
AUM
₹1,885.18 Cr
₹2,937.84 Cr
Alpha – 1 Year
33.96%
−2.28%
Alpha – 3 Years
13.92%
−1.88%
Information Ratio – 3 Years
1.27
-0.37
Volatility – 1 Year
28.06%
17.90%
Volatility – 3 Years
20.41%
14.65%
Beta – 1 Year
1.39
1.00
Beta – 3 Years
1.06
0.93
Sharpe Ratio – 1 Year
1.12
-0.18
Sharpe Ratio – 3 Years
1.06
0.35
Worst Rolling Year
-4.06%
7.25%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−18.24%
−18.24%
Recovery Period
60 days
Not yet recovered
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
15.22%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
L 58% · M 15% · S 26%
Number of Stocks
28
71
Portfolio P/E
45.86
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%