Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
24.02%
15.01%
1 Year
36.06%
17.96%
3 Years
24.43%
17.24%
5 Years
16.10%
—
Since Inception
15.98%
18.03%
Fund Age
14 yrs 10 mo
3 yrs 4 mo
AUM
₹214.08 Cr
₹146.81 Cr
Alpha – 1 Year
31.34%
14.98%
Alpha – 3 Years
12.34%
5.35%
Information Ratio – 3 Years
1.07
0.78
Volatility – 1 Year
26.85%
19.01%
Volatility – 3 Years
19.70%
16.70%
Beta – 1 Year
1.34
1.02
Beta – 3 Years
1.03
0.99
Sharpe Ratio – 1 Year
1.08
0.68
Sharpe Ratio – 3 Years
0.96
0.72
Worst Rolling Year
-9.81%
17.01%
Value at Worst Rolling Year
₹0.90 Cr
₹1.17 Cr
Deepest Drawdown
−18.65%
−19.00%
Recovery Period
63 days
122 days
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
17.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 40% · M 33% · S 24%
—
Number of Stocks
31
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
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)
1% / 0% / 0%
1% / 0% / 0%