Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
4.52%
6 Months
25.32%
24.02%
1 Year
18.21%
36.06%
3 Years
32.70%
24.43%
5 Years
23.63%
16.10%
Since Inception
28.38%
15.98%
Fund Age
7 yrs 10 mo
14 yrs 10 mo
AUM
₹8,686.39 Cr
₹214.08 Cr
Alpha – 1 Year
13.49%
31.34%
Alpha – 3 Years
20.61%
12.34%
Information Ratio – 3 Years
1.92
1.07
Volatility – 1 Year
22.97%
26.85%
Volatility – 3 Years
19.40%
19.70%
Beta – 1 Year
1.12
1.34
Beta – 3 Years
0.98
1.03
Sharpe Ratio – 1 Year
0.61
1.08
Sharpe Ratio – 3 Years
1.30
0.96
Worst Rolling Year
17.00%
-9.81%
Value at Worst Rolling Year
₹1.17 Cr
₹0.90 Cr
Deepest Drawdown
−22.23%
−18.65%
Recovery Period
227 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
30.47%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 30% · S 25%
L 40% · M 33% · S 24%
Number of Stocks
43
31
Portfolio P/E
62.25
42.55
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
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
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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)
2% / 0% / 0%
1% / 0% / 0%