Portfolio Management Services (PMS)Compare Schemes
SMC Global - Growth vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
SMC Global - 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
5.80%
4.52%
6 Months
20.03%
24.02%
1 Year
17.27%
36.06%
3 Years
12.81%
24.43%
5 Years
11.98%
16.10%
Since Inception
14.70%
15.98%
Fund Age
6 yrs 10 mo
14 yrs 10 mo
AUM
₹201.68 Cr
₹214.08 Cr
Alpha – 1 Year
12.55%
31.34%
Alpha – 3 Years
0.73%
12.34%
Information Ratio – 3 Years
0.15
1.07
Volatility – 1 Year
22.73%
26.85%
Volatility – 3 Years
20.11%
19.70%
Beta – 1 Year
1.17
1.34
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
0.58
1.08
Sharpe Ratio – 3 Years
0.44
0.96
Worst Rolling Year
7.98%
-9.81%
Value at Worst Rolling Year
₹1.08 Cr
₹0.90 Cr
Deepest Drawdown
−25.65%
−18.65%
Recovery Period
520 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
16.09%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 4% · S 49%
L 40% · M 33% · S 24%
Number of Stocks
24
31
Portfolio P/E
29.51
42.55
Top 5 Holdings
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
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 · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%