Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
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
−1.21%
4.52%
6 Months
5.09%
24.02%
1 Year
0.26%
36.06%
3 Years
9.53%
24.43%
5 Years
5.40%
16.10%
Since Inception
12.09%
15.98%
Fund Age
8 yrs 5 mo
14 yrs 10 mo
AUM
₹1,644.09 Cr
₹214.08 Cr
Alpha – 1 Year
0.61%
31.34%
Alpha – 3 Years
0.54%
12.34%
Information Ratio – 3 Years
0.06
1.07
Volatility – 1 Year
17.94%
26.85%
Volatility – 3 Years
17.25%
19.70%
Beta – 1 Year
1.03
1.34
Beta – 3 Years
1.11
1.03
Sharpe Ratio – 1 Year
-0.20
1.08
Sharpe Ratio – 3 Years
0.31
0.96
Worst Rolling Year
2.29%
-9.81%
Value at Worst Rolling Year
₹1.02 Cr
₹0.90 Cr
Deepest Drawdown
−21.60%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
16.16%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 40% · M 33% · S 24%
Number of Stocks
20
31
Portfolio P/E
34.38
42.55
Top 5 Holdings
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
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 · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%