Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Capgrow - 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
3.35%
4.52%
6 Months
3.75%
24.02%
1 Year
−5.76%
36.06%
3 Years
3.98%
24.43%
5 Years
6.05%
16.10%
Since Inception
9.94%
15.98%
Fund Age
7 yrs 9 mo
14 yrs 10 mo
AUM
₹45.09 Cr
₹214.08 Cr
Alpha – 1 Year
−8.74%
31.34%
Alpha – 3 Years
−7.91%
12.34%
Information Ratio – 3 Years
-1.11
1.07
Volatility – 1 Year
21.69%
26.85%
Volatility – 3 Years
18.00%
19.70%
Beta – 1 Year
1.21
1.34
Beta – 3 Years
1.08
1.03
Sharpe Ratio – 1 Year
-0.42
1.08
Sharpe Ratio – 3 Years
0.01
0.96
Worst Rolling Year
3.08%
-9.81%
Value at Worst Rolling Year
₹1.03 Cr
₹0.90 Cr
Deepest Drawdown
−29.01%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
12.65%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 40% · M 33% · S 24%
Number of Stocks
43
31
Portfolio P/E
—
42.55
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%