Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
4.52%
6 Months
22.77%
24.02%
1 Year
24.21%
36.06%
3 Years
13.20%
24.43%
5 Years
12.56%
16.10%
Since Inception
18.69%
15.98%
Fund Age
7 yrs 4 mo
14 yrs 10 mo
AUM
₹114.64 Cr
₹214.08 Cr
Alpha – 1 Year
19.49%
31.34%
Alpha – 3 Years
1.43%
12.34%
Information Ratio – 3 Years
0.12
1.07
Volatility – 1 Year
24.82%
26.85%
Volatility – 3 Years
21.64%
19.70%
Beta – 1 Year
1.34
1.34
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
0.78
1.08
Sharpe Ratio – 3 Years
0.46
0.96
Worst Rolling Year
10.43%
-9.81%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
−24.42%
−18.65%
Recovery Period
92 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
18.16%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 40% · M 33% · S 24%
Number of Stocks
32
31
Portfolio P/E
37.13
42.55
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%