Portfolio Management Services (PMS)Compare Schemes
SRE - Shield vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
SRE - Shield
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.37%
4.52%
6 Months
3.64%
24.02%
1 Year
6.24%
36.06%
3 Years
9.36%
24.43%
5 Years
8.05%
16.10%
Since Inception
9.66%
15.98%
Fund Age
8 yrs 3 mo
14 yrs 10 mo
AUM
₹32.8 Cr
₹214.08 Cr
Alpha – 1 Year
6.59%
31.34%
Alpha – 3 Years
0.36%
12.34%
Information Ratio – 3 Years
0.14
1.07
Volatility – 1 Year
18.27%
26.85%
Volatility – 3 Years
15.46%
19.70%
Beta – 1 Year
1.08
1.34
Beta – 3 Years
1.07
1.03
Sharpe Ratio – 1 Year
0.15
1.08
Sharpe Ratio – 3 Years
0.34
0.96
Worst Rolling Year
6.25%
-9.81%
Value at Worst Rolling Year
₹1.06 Cr
₹0.90 Cr
Deepest Drawdown
−22.11%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
12.35%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 28% · S 8%
L 40% · M 33% · S 24%
Number of Stocks
33
31
Portfolio P/E
33.81
42.55
Top 5 Holdings
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
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 · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%