Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
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
3.36%
4.52%
6 Months
18.59%
24.02%
1 Year
13.77%
36.06%
3 Years
9.52%
24.43%
5 Years
8.40%
16.10%
Since Inception
10.24%
15.98%
Fund Age
11 yrs
14 yrs 10 mo
AUM
₹20.83 Cr
₹214.08 Cr
Alpha – 1 Year
14.12%
31.34%
Alpha – 3 Years
0.53%
12.34%
Information Ratio – 3 Years
0.07
1.07
Volatility – 1 Year
22.14%
26.85%
Volatility – 3 Years
20.01%
19.70%
Beta – 1 Year
1.14
1.34
Beta – 3 Years
1.14
1.03
Sharpe Ratio – 1 Year
0.45
1.08
Sharpe Ratio – 3 Years
0.29
0.96
Worst Rolling Year
-15.27%
-9.81%
Value at Worst Rolling Year
₹0.85 Cr
₹0.90 Cr
Deepest Drawdown
−27.52%
−18.65%
Recovery Period
441 days
63 days
1-Year Rolling Windows Positive
76.89%
90.43%
Median Rolling Year
10.76%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 9% · S 77%
L 40% · M 33% · S 24%
Number of Stocks
25
31
Portfolio P/E
29.80
42.55
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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%