Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.63%
4.52%
6 Months
8.65%
24.02%
1 Year
10.66%
36.06%
3 Years
—
24.43%
5 Years
—
16.10%
Since Inception
22.10%
15.98%
Fund Age
2 yrs 7 mo
14 yrs 10 mo
AUM
₹374.18 Cr
₹214.08 Cr
Alpha – 1 Year
2.92%
31.34%
Alpha – 3 Years
—
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
10.32%
26.85%
Volatility – 3 Years
—
19.70%
Beta – 1 Year
0.27
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.50
1.08
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−8.56%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 41% · S 9%
L 40% · M 33% · S 24%
Number of Stocks
37
31
Portfolio P/E
19.24
42.55
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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 · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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%