Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
4.52%
6 Months
−1.27%
24.02%
1 Year
2.67%
36.06%
3 Years
6.64%
24.43%
5 Years
7.83%
16.10%
Since Inception
10.74%
15.98%
Fund Age
8 yrs 1 mo
14 yrs 10 mo
AUM
₹495.64 Cr
₹214.08 Cr
Alpha – 1 Year
−0.31%
31.34%
Alpha – 3 Years
−5.24%
12.34%
Information Ratio – 3 Years
-0.72
1.07
Volatility – 1 Year
17.10%
26.85%
Volatility – 3 Years
16.45%
19.70%
Beta – 1 Year
0.95
1.34
Beta – 3 Years
0.97
1.03
Sharpe Ratio – 1 Year
-0.08
1.08
Sharpe Ratio – 3 Years
0.14
0.96
Worst Rolling Year
6.09%
-9.81%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−22.30%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
14.93%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 40% · M 33% · S 24%
Number of Stocks
26
31
Portfolio P/E
31.96
42.55
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
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)
0% / 0% / 0%
1% / 0% / 0%