Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
4.52%
6 Months
−4.38%
24.02%
1 Year
−4.58%
36.06%
3 Years
4.80%
24.43%
5 Years
3.85%
16.10%
Since Inception
17.02%
15.98%
Fund Age
25 yrs 6 mo
14 yrs 10 mo
AUM
₹724.64 Cr
₹214.08 Cr
Alpha – 1 Year
−7.56%
31.34%
Alpha – 3 Years
−7.08%
12.34%
Information Ratio – 3 Years
-1.30
1.07
Volatility – 1 Year
16.92%
26.85%
Volatility – 3 Years
16.49%
19.70%
Beta – 1 Year
0.94
1.34
Beta – 3 Years
1.01
1.03
Sharpe Ratio – 1 Year
-0.52
1.08
Sharpe Ratio – 3 Years
0.04
0.96
Worst Rolling Year
-12.59%
-9.81%
Value at Worst Rolling Year
₹0.87 Cr
₹0.90 Cr
Deepest Drawdown
−23.98%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
95.35%
90.43%
Median Rolling Year
15.09%
15.98%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 40% · M 33% · S 24%
Number of Stocks
22
31
Portfolio P/E
32.63
42.55
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%