

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Sundaram Alternate SISOP | 28.12% | 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 benchmark | 29.14% | 33.96% | 23.03% | 13.92% | 5.68% | 6.43% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 02 Jan 2025 | 07 Apr 2025 | −18.24% | 95 days | 06 Jun 2025 | 60 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |