Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
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
−0.19%
4.52%
6 Months
11.46%
24.02%
1 Year
8.21%
36.06%
3 Years
12.09%
24.43%
5 Years
11.81%
16.10%
Since Inception
13.34%
15.98%
Fund Age
5 yrs 3 mo
14 yrs 10 mo
AUM
₹34.29 Cr
₹214.08 Cr
Alpha – 1 Year
5.23%
31.34%
Alpha – 3 Years
0.21%
12.34%
Information Ratio – 3 Years
0.17
1.07
Volatility – 1 Year
24.84%
26.85%
Volatility – 3 Years
21.42%
19.70%
Beta – 1 Year
1.25
1.34
Beta – 3 Years
1.08
1.03
Sharpe Ratio – 1 Year
0.21
1.08
Sharpe Ratio – 3 Years
0.49
0.96
Worst Rolling Year
7.11%
-9.81%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−34.77%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
18.26%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 40% · M 33% · S 24%
Number of Stocks
37
31
Portfolio P/E
52.15
42.55
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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)
2.5% / 0% / 0%
1% / 0% / 0%