Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
24.02%
−1.47%
1 Year
36.06%
6.66%
3 Years
24.43%
11.29%
5 Years
16.10%
13.68%
Since Inception
15.98%
15.03%
Fund Age
14 yrs 10 mo
5 yrs 7 mo
AUM
₹214.08 Cr
₹138.83 Cr
Alpha – 1 Year
31.34%
7.01%
Alpha – 3 Years
12.34%
2.30%
Information Ratio – 3 Years
1.07
0.23
Volatility – 1 Year
26.85%
16.50%
Volatility – 3 Years
19.70%
16.10%
Beta – 1 Year
1.34
0.93
Beta – 3 Years
1.03
0.99
Sharpe Ratio – 1 Year
1.08
0.15
Sharpe Ratio – 3 Years
0.96
0.41
Worst Rolling Year
-9.81%
11.25%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−18.65%
−21.42%
Recovery Period
63 days
Not yet recovered
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 40% · M 33% · S 24%
—
Number of Stocks
31
18
Portfolio P/E
42.55
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
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%
3% / 2% / 1%