Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
4.52%
6 Months
6.05%
24.02%
1 Year
15.36%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
17.53%
15.98%
Fund Age
2 yrs 10 mo
14 yrs 10 mo
AUM
₹1.33 Cr
₹214.08 Cr
Alpha – 1 Year
15.71%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
15.48%
26.85%
Volatility – 3 Years
—
19.70%
Beta – 1 Year
0.83
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.66
1.08
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−10.68%
−18.65%
Recovery Period
Not yet recovered
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 56% · M 10% · S 0%
L 40% · M 33% · S 24%
Number of Stocks
7
31
Portfolio P/E
—
42.55
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
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
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
1% / 0% / 0%