Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
4.52%
6 Months
5.63%
24.02%
1 Year
4.60%
36.06%
3 Years
14.51%
24.43%
5 Years
12.90%
16.10%
Since Inception
19.56%
15.98%
Fund Age
6 yrs 4 mo
14 yrs 10 mo
AUM
₹1,566.43 Cr
₹214.08 Cr
Alpha – 1 Year
1.62%
31.34%
Alpha – 3 Years
2.62%
12.34%
Information Ratio – 3 Years
0.58
1.07
Volatility – 1 Year
21.65%
26.85%
Volatility – 3 Years
16.64%
19.70%
Beta – 1 Year
1.18
1.34
Beta – 3 Years
1.02
1.03
Sharpe Ratio – 1 Year
0.06
1.08
Sharpe Ratio – 3 Years
0.58
0.96
Worst Rolling Year
12.32%
-9.81%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−20.60%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
19.14%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 24% · S 29%
L 40% · M 33% · S 24%
Number of Stocks
42
31
Portfolio P/E
—
42.55
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%