Portfolio Management Services (PMS)Compare Schemes
Edelweiss Focused Mid & Small Cap Portfolio Series II vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Edelweiss Focused Mid & Small Cap Portfolio Series II
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
4.52%
6 Months
24.50%
24.02%
1 Year
16.08%
36.06%
3 Years
8.83%
24.43%
5 Years
7.88%
16.10%
Since Inception
9.93%
15.98%
Fund Age
8 yrs 7 mo
14 yrs 10 mo
AUM
₹6.19 Cr
₹214.08 Cr
Alpha – 1 Year
16.43%
31.34%
Alpha – 3 Years
−0.16%
12.34%
Information Ratio – 3 Years
0.06
1.07
Volatility – 1 Year
23.83%
26.85%
Volatility – 3 Years
20.97%
19.70%
Beta – 1 Year
1.19
1.34
Beta – 3 Years
1.17
1.03
Sharpe Ratio – 1 Year
0.51
1.08
Sharpe Ratio – 3 Years
0.26
0.96
Worst Rolling Year
-1.14%
-9.81%
Value at Worst Rolling Year
₹0.99 Cr
₹0.90 Cr
Deepest Drawdown
−28.92%
−18.65%
Recovery Period
458 days
63 days
1-Year Rolling Windows Positive
98.16%
90.43%
Median Rolling Year
14.31%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 9% · M 13% · S 77%
L 40% · M 33% · S 24%
Number of Stocks
33
31
Portfolio P/E
33.49
42.55
Top 5 Holdings
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
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 · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
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)
3% / 2% / 1%
1% / 0% / 0%