Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
4.52%
6 Months
31.65%
24.02%
1 Year
26.47%
36.06%
3 Years
18.72%
24.43%
5 Years
16.28%
16.10%
Since Inception
14.51%
15.98%
Fund Age
10 yrs 10 mo
14 yrs 10 mo
AUM
₹423.36 Cr
₹214.08 Cr
Alpha – 1 Year
21.75%
31.34%
Alpha – 3 Years
6.63%
12.34%
Information Ratio – 3 Years
0.36
1.07
Volatility – 1 Year
28.25%
26.85%
Volatility – 3 Years
24.90%
19.70%
Beta – 1 Year
1.32
1.34
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
0.78
1.08
Sharpe Ratio – 3 Years
0.60
0.96
Worst Rolling Year
-5.98%
-9.81%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−31.67%
−18.65%
Recovery Period
492 days
63 days
1-Year Rolling Windows Positive
86.69%
90.43%
Median Rolling Year
14.66%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 40% · M 33% · S 24%
Number of Stocks
62
31
Portfolio P/E
61.63
42.55
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
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 · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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)
0% / 0% / 0%
1% / 0% / 0%