Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
4.52%
6 Months
26.95%
24.02%
1 Year
13.12%
36.06%
3 Years
17.80%
24.43%
5 Years
15.04%
16.10%
Since Inception
22.70%
15.98%
Fund Age
8 yrs
14 yrs 10 mo
AUM
₹357.26 Cr
₹214.08 Cr
Alpha – 1 Year
10.14%
31.34%
Alpha – 3 Years
5.90%
12.34%
Information Ratio – 3 Years
0.31
1.07
Volatility – 1 Year
32.38%
26.85%
Volatility – 3 Years
25.45%
19.70%
Beta – 1 Year
1.68
1.34
Beta – 3 Years
1.37
1.03
Sharpe Ratio – 1 Year
0.36
1.08
Sharpe Ratio – 3 Years
0.56
0.96
Worst Rolling Year
11.19%
-9.81%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−26.50%
−18.65%
Recovery Period
80 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
27.28%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 40% · M 33% · S 24%
Number of Stocks
42
31
Portfolio P/E
42.01
42.55
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%