Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
True-Equity Factor Quant
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%
1.09%
6 Months
24.02%
3.47%
1 Year
36.06%
−3.80%
3 Years
24.43%
11.26%
5 Years
16.10%
—
Since Inception
15.98%
13.40%
Fund Age
14 yrs 10 mo
3 yrs 11 mo
AUM
₹214.08 Cr
₹143.29 Cr
Alpha – 1 Year
31.34%
−6.78%
Alpha – 3 Years
12.34%
−0.63%
Information Ratio – 3 Years
1.07
-0.10
Volatility – 1 Year
26.85%
15.14%
Volatility – 3 Years
19.70%
16.91%
Beta – 1 Year
1.34
0.83
Beta – 3 Years
1.03
0.99
Sharpe Ratio – 1 Year
1.08
-0.54
Sharpe Ratio – 3 Years
0.96
0.40
Worst Rolling Year
-9.81%
11.18%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−18.65%
−27.14%
Recovery Period
63 days
Not yet recovered
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
17.01%
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%