Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SISOP vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SISOP
Wright Factor Fund
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%
10.96%
6 Months
23.48%
14.84%
1 Year
38.68%
16.93%
3 Years
26.01%
—
5 Years
16.58%
—
Since Inception
18.98%
20.33%
Fund Age
16 yrs 6 mo
3 yrs
AUM
₹1,885.18 Cr
₹214.05 Cr
Alpha – 1 Year
33.96%
12.21%
Alpha – 3 Years
13.92%
—
Information Ratio – 3 Years
1.27
0.51
Volatility – 1 Year
28.06%
22.29%
Volatility – 3 Years
20.41%
21.03%
Beta – 1 Year
1.39
0.97
Beta – 3 Years
1.06
0.97
Sharpe Ratio – 1 Year
1.12
0.57
Sharpe Ratio – 3 Years
1.06
0.72
Worst Rolling Year
-4.06%
18.92%
Value at Worst Rolling Year
₹0.96 Cr
₹1.19 Cr
Deepest Drawdown
−18.24%
−27.91%
Recovery Period
60 days
Not yet recovered
1-Year Rolling Windows Positive
98.28%
100.00%
Median Rolling Year
16.41%
19.26%
5-Year Rolling Windows Positive
99.28%
—
Market-Cap Mix
L 40% · M 32% · S 24%
L 12% · M 21% · S 55%
Number of Stocks
28
25
Portfolio P/E
45.86
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%