Portfolio Management Services (PMS)Compare Schemes
Fort Capital -Dynamic vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Fort Capital -Dynamic
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.01%
4.52%
6 Months
9.13%
24.02%
1 Year
14.46%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
18.87%
15.98%
Fund Age
2 yrs 7 mo
14 yrs 10 mo
AUM
₹204.29 Cr
₹214.08 Cr
Alpha – 1 Year
14.81%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
18.18%
26.85%
Volatility – 3 Years
—
19.70%
Beta – 1 Year
1.10
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.54
1.08
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−16.11%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 1% · S 30%
L 40% · M 33% · S 24%
Number of Stocks
68
31
Portfolio P/E
33.26
42.55
Top 5 Holdings
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
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 · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%