Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
23.48%
7.61%
1 Year
38.68%
−0.76%
3 Years
26.01%
11.28%
5 Years
16.58%
9.58%
Since Inception
18.98%
11.67%
Fund Age
16 yrs 6 mo
7 yrs 11 mo
AUM
₹1,885.18 Cr
₹12.5 Cr
Alpha – 1 Year
33.96%
−3.74%
Alpha – 3 Years
13.92%
−0.61%
Information Ratio – 3 Years
1.27
-0.06
Volatility – 1 Year
28.06%
20.02%
Volatility – 3 Years
20.41%
16.21%
Beta – 1 Year
1.39
1.05
Beta – 3 Years
1.06
0.91
Sharpe Ratio – 1 Year
1.12
-0.22
Sharpe Ratio – 3 Years
1.06
0.41
Worst Rolling Year
-4.06%
8.66%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−18.24%
−24.66%
Recovery Period
60 days
Not yet recovered
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
14.96%
5-Year Rolling Windows Positive
99.28%
100.00%
Market-Cap Mix
L 40% · M 32% · S 24%
L 36% · M 30% · S 35%
Number of Stocks
28
15
Portfolio P/E
45.86
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%