Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
4.52%
6 Months
11.91%
24.02%
1 Year
10.06%
36.06%
3 Years
13.81%
24.43%
5 Years
13.88%
16.10%
Since Inception
20.20%
15.98%
Fund Age
15 yrs 1 mo
14 yrs 10 mo
AUM
₹980.13 Cr
₹214.08 Cr
Alpha – 1 Year
5.36%
31.34%
Alpha – 3 Years
1.71%
12.34%
Information Ratio – 3 Years
0.21
1.07
Volatility – 1 Year
18.76%
26.85%
Volatility – 3 Years
19.39%
19.70%
Beta – 1 Year
0.98
1.34
Beta – 3 Years
1.05
1.03
Sharpe Ratio – 1 Year
0.32
1.08
Sharpe Ratio – 3 Years
0.49
0.96
Worst Rolling Year
-23.74%
-9.81%
Value at Worst Rolling Year
₹0.76 Cr
₹0.90 Cr
Deepest Drawdown
−24.32%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
84.14%
90.43%
Median Rolling Year
24.84%
15.98%
5-Year Rolling Windows Positive
95.08%
100.00%
Market-Cap Mix
L 9% · M 13% · S 73%
L 40% · M 33% · S 24%
Number of Stocks
20
31
Portfolio P/E
22.60
42.55
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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%