Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Long Term Growth vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Long Term 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
7.49%
4.52%
6 Months
27.88%
24.02%
1 Year
29.03%
36.06%
3 Years
18.18%
24.43%
5 Years
15.45%
16.10%
Since Inception
16.74%
15.98%
Fund Age
10 yrs 9 mo
14 yrs 10 mo
AUM
₹245.99 Cr
₹214.08 Cr
Alpha – 1 Year
24.31%
31.34%
Alpha – 3 Years
6.09%
12.34%
Information Ratio – 3 Years
0.49
1.07
Volatility – 1 Year
21.97%
26.85%
Volatility – 3 Years
17.89%
19.70%
Beta – 1 Year
1.05
1.34
Beta – 3 Years
0.93
1.03
Sharpe Ratio – 1 Year
1.03
1.08
Sharpe Ratio – 3 Years
0.70
0.96
Worst Rolling Year
1.53%
-9.81%
Value at Worst Rolling Year
₹1.02 Cr
₹0.90 Cr
Deepest Drawdown
−20.27%
−18.65%
Recovery Period
205 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
15.98%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 36% · M 27% · S 36%
L 40% · M 33% · S 24%
Number of Stocks
44
31
Portfolio P/E
69.76
42.55
Top 5 Holdings
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
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 · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%