Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Pace - Secure
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 9.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.11%
4.52%
6 Months
2.89%
24.02%
1 Year
7.86%
36.06%
3 Years
10.62%
24.43%
5 Years
10.19%
16.10%
Since Inception
9.46%
15.98%
Fund Age
5 yrs 7 mo
14 yrs 10 mo
AUM
₹158.06 Cr
₹214.08 Cr
Alpha – 1 Year
−1.70%
31.34%
Alpha – 3 Years
0.86%
12.34%
Information Ratio – 3 Years
0.37
1.07
Volatility – 1 Year
1.80%
26.85%
Volatility – 3 Years
3.43%
19.70%
Beta – 1 Year
0.81
1.34
Beta – 3 Years
0.63
1.03
Sharpe Ratio – 1 Year
1.30
1.08
Sharpe Ratio – 3 Years
1.53
0.96
Worst Rolling Year
8.14%
-9.81%
Value at Worst Rolling Year
₹1.08 Cr
₹0.90 Cr
Deepest Drawdown
—
−18.65%
Recovery Period
—
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
11.61%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
—
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
—
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%