Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
4.52%
6 Months
2.30%
24.02%
1 Year
14.70%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
11.00%
15.98%
Fund Age
16 mo
14 yrs 10 mo
AUM
₹82.94 Cr
₹214.08 Cr
Alpha – 1 Year
7.80%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
17.53%
26.85%
Volatility – 3 Years
—
19.70%
Beta – 1 Year
1.69
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.57
1.08
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−12.55%
−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 40% · M 33% · S 24%
Number of Stocks
15
31
Portfolio P/E
—
42.55
Top 5 Holdings
—
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%