Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
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
0.78%
4.52%
6 Months
11.75%
24.02%
1 Year
−2.37%
36.06%
3 Years
17.81%
24.43%
5 Years
14.66%
16.10%
Since Inception
18.91%
15.98%
Fund Age
23 yrs 5 mo
14 yrs 10 mo
AUM
₹3,220.2 Cr
₹214.08 Cr
Alpha – 1 Year
−5.35%
31.34%
Alpha – 3 Years
5.93%
12.34%
Information Ratio – 3 Years
0.54
1.07
Volatility – 1 Year
21.49%
26.85%
Volatility – 3 Years
20.84%
19.70%
Beta – 1 Year
1.07
1.34
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
-0.27
1.08
Sharpe Ratio – 3 Years
0.64
0.96
Worst Rolling Year
-7.44%
-9.81%
Value at Worst Rolling Year
₹0.93 Cr
₹0.90 Cr
Deepest Drawdown
−27.33%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
94.32%
90.43%
Median Rolling Year
14.52%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 40% · M 33% · S 24%
Number of Stocks
27
31
Portfolio P/E
57.85
42.55
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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)
2% / 0% / 0%
1% / 0% / 0%