Portfolio Management Services (PMS)Compare Schemes
Geojit - Ethical Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Geojit - Ethical Portfolio
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
4.52%
6 Months
9.02%
24.02%
1 Year
1.62%
36.06%
3 Years
4.68%
24.43%
5 Years
—
16.10%
Since Inception
5.77%
15.98%
Fund Age
4 yrs 7 mo
14 yrs 10 mo
AUM
₹13.09 Cr
₹214.08 Cr
Alpha – 1 Year
−3.10%
31.34%
Alpha – 3 Years
−7.41%
12.34%
Information Ratio – 3 Years
-1.02
1.07
Volatility – 1 Year
18.69%
26.85%
Volatility – 3 Years
17.05%
19.70%
Beta – 1 Year
0.99
1.34
Beta – 3 Years
1.00
1.03
Sharpe Ratio – 1 Year
-0.11
1.08
Sharpe Ratio – 3 Years
0.01
0.96
Worst Rolling Year
2.83%
-9.81%
Value at Worst Rolling Year
₹1.03 Cr
₹0.90 Cr
Deepest Drawdown
−28.39%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
7.57%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 17% · S 45%
L 40% · M 33% · S 24%
Number of Stocks
30
31
Portfolio P/E
—
42.55
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
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 · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%