Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Concentrated Option vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Concentrated Option
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
2.00%
4.52%
6 Months
4.68%
24.02%
1 Year
1.87%
36.06%
3 Years
11.50%
24.43%
5 Years
11.18%
16.10%
Since Inception
13.51%
15.98%
Fund Age
7 yrs 4 mo
14 yrs 10 mo
AUM
₹149.25 Cr
₹214.08 Cr
Alpha – 1 Year
−2.85%
31.34%
Alpha – 3 Years
−0.59%
12.34%
Information Ratio – 3 Years
-0.25
1.07
Volatility – 1 Year
19.19%
26.85%
Volatility – 3 Years
15.31%
19.70%
Beta – 1 Year
1.06
1.34
Beta – 3 Years
0.92
1.03
Sharpe Ratio – 1 Year
-0.09
1.08
Sharpe Ratio – 3 Years
0.39
0.96
Worst Rolling Year
9.38%
-9.81%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−17.52%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
17.16%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 61% · M 17% · S 18%
L 40% · M 33% · S 24%
Number of Stocks
15
31
Portfolio P/E
23.26
42.55
Top 5 Holdings
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
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 · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
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%