PMS · Equity · Multi Cap
Sundaram Alternate - SISOP
Fund size₹1,885 Cr
Alpha (3Y)13.71%
3Y return26.01%
Fund age16 yrs 6 mo
Fund Managers
Growth of₹Cr
Sundaram Alternate SISOP
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Sundaram Alternate SISOP28.12%38.68%22.92%26.01%16.58%18.98%
Nifty 500−1.02%4.72%−0.11%12.09%10.90%12.55%
Excess over benchmark29.14%33.96%23.03%13.92%5.68%6.43%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
20.41%
Benchmark approx 14.79%
A standard deviation reflecting historical swings.
Sensitivity
1.06
Beta vs benchmark 1.00 · 6% more reactive
How strongly the scheme moves with the index.
Risk-reward
1.06
Sharpe
Excess return gained per unit of volatility.
Capture ratio
130 / 56
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −18.24% from its 02 Jan 2025 peak to a 07 Apr 2025 trough, and recovered on 06 Jun 2025 after 60 days.
Max drawdowns
−18.24%
Recovery period
60 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme02 Jan 202507 Apr 2025−18.24%95 days06 Jun 202560 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak02 Jan 2025
Trough07 Apr 2025
Depth−18.24%
Fell over95 days
Recovered06 Jun 2025
Recovery took60 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
28
P/E ratio
45.86
P/B ratio
7.31
Dividend yield
0.18%
Avg market cap
₹1.40 L Cr
Median market cap
₹95,433 Cr
Asset class
Equity
Market cap
Large cap40.03%
Mid cap31.78%
Small cap23.65%
Cash & others4.54%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 15.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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