Portfolio Management Services (PMS)Compare Schemes
SBI AEON ALPHA PMS vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
SBI AEON ALPHA PMS
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.41%
4.52%
6 Months
20.81%
24.02%
1 Year
15.63%
36.06%
3 Years
13.76%
24.43%
5 Years
—
16.10%
Since Inception
14.77%
15.98%
Fund Age
4 yrs 6 mo
14 yrs 10 mo
AUM
₹751.68 Cr
₹214.08 Cr
Alpha – 1 Year
16.06%
31.34%
Alpha – 3 Years
5.19%
12.34%
Information Ratio – 3 Years
0.25
1.07
Volatility – 1 Year
18.90%
26.85%
Volatility – 3 Years
16.75%
19.70%
Beta – 1 Year
0.89
1.34
Beta – 3 Years
0.79
1.03
Sharpe Ratio – 1 Year
0.57
1.08
Sharpe Ratio – 3 Years
0.53
0.96
Worst Rolling Year
13.60%
-9.81%
Value at Worst Rolling Year
₹1.14 Cr
₹0.90 Cr
Deepest Drawdown
−21.60%
−18.65%
Recovery Period
476 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
15.94%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 11% · S 70%
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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)
1% / 0% / 0%
1% / 0% / 0%