Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
4.52%
6 Months
2.65%
24.02%
1 Year
10.76%
36.06%
3 Years
12.77%
24.43%
5 Years
14.58%
16.10%
Since Inception
17.50%
15.98%
Fund Age
7 yrs 7 mo
14 yrs 10 mo
AUM
₹83.87 Cr
₹214.08 Cr
Alpha – 1 Year
11.11%
31.34%
Alpha – 3 Years
3.77%
12.34%
Information Ratio – 3 Years
0.46
1.07
Volatility – 1 Year
18.53%
26.85%
Volatility – 3 Years
17.03%
19.70%
Beta – 1 Year
1.11
1.34
Beta – 3 Years
1.11
1.03
Sharpe Ratio – 1 Year
0.36
1.08
Sharpe Ratio – 3 Years
0.48
0.96
Worst Rolling Year
12.58%
-9.81%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−20.55%
−18.65%
Recovery Period
518 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
20.28%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
L 40% · M 33% · S 24%
Number of Stocks
51
31
Portfolio P/E
23.77
42.55
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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)
3% / 2% / 1%
1% / 0% / 0%