Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.52%
6 Months
3.88%
24.02%
1 Year
−7.98%
36.06%
3 Years
11.06%
24.43%
5 Years
10.06%
16.10%
Since Inception
11.56%
15.98%
Fund Age
5 yrs 3 mo
14 yrs 10 mo
AUM
₹106.37 Cr
₹214.08 Cr
Alpha – 1 Year
−10.96%
31.34%
Alpha – 3 Years
−0.82%
12.34%
Information Ratio – 3 Years
0.00
1.07
Volatility – 1 Year
16.00%
26.85%
Volatility – 3 Years
17.59%
19.70%
Beta – 1 Year
0.79
1.34
Beta – 3 Years
0.97
1.03
Sharpe Ratio – 1 Year
-0.78
1.08
Sharpe Ratio – 3 Years
0.42
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−18.65%
Recovery Period
—
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%