Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
24.02%
20.32%
1 Year
36.06%
29.93%
3 Years
24.43%
—
5 Years
16.10%
—
Since Inception
15.98%
15.24%
Fund Age
14 yrs 10 mo
1 yr 9 mo
AUM
₹214.08 Cr
₹3.17 Cr
Alpha – 1 Year
31.34%
25.21%
Alpha – 3 Years
12.34%
—
Information Ratio – 3 Years
1.07
—
Volatility – 1 Year
26.85%
24.54%
Volatility – 3 Years
19.70%
—
Beta – 1 Year
1.34
1.19
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
1.08
0.97
Sharpe Ratio – 3 Years
0.96
—
Worst Rolling Year
-9.81%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−18.65%
−12.48%
Recovery Period
63 days
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
31
36
Portfolio P/E
42.55
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –