Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Sundaram Alternate - VOYAGER
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
5.82%
4.52%
6 Months
7.57%
24.02%
1 Year
24.83%
36.06%
3 Years
11.31%
24.43%
5 Years
11.03%
16.10%
Since Inception
14.72%
15.98%
Fund Age
7 yrs 4 mo
14 yrs 10 mo
AUM
₹2.98 Cr
₹214.08 Cr
Alpha – 1 Year
20.11%
31.34%
Alpha – 3 Years
−0.77%
12.34%
Information Ratio – 3 Years
-0.21
1.07
Volatility – 1 Year
23.09%
26.85%
Volatility – 3 Years
22.29%
19.70%
Beta – 1 Year
1.17
1.34
Beta – 3 Years
1.15
1.03
Sharpe Ratio – 1 Year
0.85
1.08
Sharpe Ratio – 3 Years
0.40
0.96
Worst Rolling Year
5.08%
-9.81%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−34.65%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
17.38%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 40% · M 33% · S 24%
Number of Stocks
10
31
Portfolio P/E
24.78
42.55
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%