Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Systamatix - Dynamic Investment
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
4.52%
7.60%
6 Months
24.02%
26.61%
1 Year
36.06%
33.69%
3 Years
24.43%
25.74%
5 Years
16.10%
21.83%
Since Inception
15.98%
—
Fund Age
14 yrs 10 mo
8 yrs 4 mo
AUM
₹214.08 Cr
₹158.52 Cr
Alpha – 1 Year
31.34%
29.93%
Alpha – 3 Years
12.34%
14.85%
Information Ratio – 3 Years
1.07
1.52
Volatility – 1 Year
26.85%
19.82%
Volatility – 3 Years
19.70%
19.44%
Beta – 1 Year
1.34
1.03
Beta – 3 Years
1.03
1.06
Sharpe Ratio – 1 Year
1.08
1.29
Sharpe Ratio – 3 Years
0.96
1.16
Worst Rolling Year
-9.81%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−18.65%
—
Recovery Period
63 days
—
1-Year Rolling Windows Positive
90.43%
—
Median Rolling Year
15.98%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 40% · M 33% · S 24%
L 31% · M 28% · S 38%
Number of Stocks
31
20
Portfolio P/E
42.55
—
Top 5 Holdings
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%