Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
4.52%
6 Months
32.15%
24.02%
1 Year
16.77%
36.06%
3 Years
19.00%
24.43%
5 Years
20.10%
16.10%
Since Inception
27.01%
15.98%
Fund Age
6 yrs 10 mo
14 yrs 10 mo
AUM
₹247.64 Cr
₹214.08 Cr
Alpha – 1 Year
13.79%
31.34%
Alpha – 3 Years
7.10%
12.34%
Information Ratio – 3 Years
0.30
1.07
Volatility – 1 Year
39.13%
26.85%
Volatility – 3 Years
29.47%
19.70%
Beta – 1 Year
1.87
1.34
Beta – 3 Years
1.36
1.03
Sharpe Ratio – 1 Year
0.42
1.08
Sharpe Ratio – 3 Years
0.55
0.96
Worst Rolling Year
15.03%
-9.81%
Value at Worst Rolling Year
₹1.15 Cr
₹0.90 Cr
Deepest Drawdown
−35.86%
−18.65%
Recovery Period
94 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
31.90%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 40% · M 33% · S 24%
Number of Stocks
42
31
Portfolio P/E
42.30
42.55
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%