Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
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
4.89%
4.52%
6 Months
26.09%
24.02%
1 Year
14.74%
36.06%
3 Years
18.63%
24.43%
5 Years
29.18%
16.10%
Since Inception
45.31%
15.98%
Fund Age
7 yrs 1 mo
14 yrs 10 mo
AUM
₹1,025.6 Cr
₹214.08 Cr
Alpha – 1 Year
10.02%
31.34%
Alpha – 3 Years
6.54%
12.34%
Information Ratio – 3 Years
0.41
1.07
Volatility – 1 Year
29.04%
26.85%
Volatility – 3 Years
23.98%
19.70%
Beta – 1 Year
1.50
1.34
Beta – 3 Years
1.19
1.03
Sharpe Ratio – 1 Year
0.42
1.08
Sharpe Ratio – 3 Years
0.61
0.96
Worst Rolling Year
17.65%
-9.81%
Value at Worst Rolling Year
₹1.18 Cr
₹0.90 Cr
Deepest Drawdown
−31.35%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
48.53%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 40% · M 33% · S 24%
Number of Stocks
182
31
Portfolio P/E
16.18
42.55
Top 5 Holdings
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
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 · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%