Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
4.52%
6 Months
19.31%
24.02%
1 Year
11.21%
36.06%
3 Years
13.34%
24.43%
5 Years
15.02%
16.10%
Since Inception
17.08%
15.98%
Fund Age
5 yrs 4 mo
14 yrs 10 mo
AUM
₹135.65 Cr
₹214.08 Cr
Alpha – 1 Year
6.49%
31.34%
Alpha – 3 Years
1.25%
12.34%
Information Ratio – 3 Years
0.12
1.07
Volatility – 1 Year
20.71%
26.85%
Volatility – 3 Years
17.79%
19.70%
Beta – 1 Year
1.05
1.34
Beta – 3 Years
0.97
1.03
Sharpe Ratio – 1 Year
0.35
1.08
Sharpe Ratio – 3 Years
0.50
0.96
Worst Rolling Year
12.49%
-9.81%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−25.10%
−18.65%
Recovery Period
493 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
19.71%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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 · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%