Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
4.52%
6 Months
10.60%
24.02%
1 Year
2.51%
36.06%
3 Years
7.68%
24.43%
5 Years
9.38%
16.10%
Since Inception
10.51%
15.98%
Fund Age
9 yrs 6 mo
14 yrs 10 mo
AUM
₹804.15 Cr
₹214.08 Cr
Alpha – 1 Year
2.94%
31.34%
Alpha – 3 Years
−0.89%
12.34%
Information Ratio – 3 Years
-0.08
1.07
Volatility – 1 Year
21.76%
26.85%
Volatility – 3 Years
17.30%
19.70%
Beta – 1 Year
1.23
1.34
Beta – 3 Years
1.08
1.03
Sharpe Ratio – 1 Year
-0.04
1.08
Sharpe Ratio – 3 Years
0.20
0.96
Worst Rolling Year
-3.22%
-9.81%
Value at Worst Rolling Year
₹0.97 Cr
₹0.90 Cr
Deepest Drawdown
−26.72%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
96.55%
90.43%
Median Rolling Year
12.69%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 40% · M 33% · S 24%
Number of Stocks
42
31
Portfolio P/E
35.23
42.55
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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 · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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)
3% / 2% / 1%
1% / 0% / 0%