Portfolio Management Services (PMS)Compare Schemes
IDPL Wealthy Nivesh Multi-Asset PMS vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
IDPL Wealthy Nivesh Multi-Asset PMS
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.88%
4.52%
6 Months
—
24.02%
1 Year
—
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
−0.16%
15.98%
Fund Age
5 mo
14 yrs 10 mo
AUM
₹7.04 Cr
₹214.08 Cr
Alpha – 1 Year
—
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
—
26.85%
Volatility – 3 Years
—
19.70%
Beta – 1 Year
—
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
—
1.08
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−18.65%
Recovery Period
—
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 38% · M 29% · S 25%
L 40% · M 33% · S 24%
Number of Stocks
7
31
Portfolio P/E
—
42.55
Top 5 Holdings
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
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 · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%