Portfolio Management Services (PMS)Compare Schemes
NAFA - Small Cap vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
NAFA - Small Cap
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.33%
4.52%
6 Months
9.10%
24.02%
1 Year
−3.87%
36.06%
3 Years
5.03%
24.43%
5 Years
11.30%
16.10%
Since Inception
15.74%
15.98%
Fund Age
7 yrs 5 mo
14 yrs 10 mo
AUM
₹51.79 Cr
₹214.08 Cr
Alpha – 1 Year
−5.73%
31.34%
Alpha – 3 Years
−7.05%
12.34%
Information Ratio – 3 Years
-0.47
1.07
Volatility – 1 Year
25.89%
26.85%
Volatility – 3 Years
20.56%
19.70%
Beta – 1 Year
1.37
1.34
Beta – 3 Years
1.17
1.03
Sharpe Ratio – 1 Year
-0.24
1.08
Sharpe Ratio – 3 Years
0.08
0.96
Worst Rolling Year
5.04%
-9.81%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−31.48%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
24.17%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 6% · S 89%
L 40% · M 33% · S 24%
Number of Stocks
35
31
Portfolio P/E
23.62
42.55
Top 5 Holdings
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
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 · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
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)
1% / 0% / 0%
1% / 0% / 0%