Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
24.02%
9.86%
1 Year
36.06%
32.16%
3 Years
24.43%
19.13%
5 Years
16.10%
12.16%
Since Inception
15.98%
16.12%
Fund Age
14 yrs 10 mo
5 yrs 10 mo
AUM
₹214.08 Cr
₹170.31 Cr
Alpha – 1 Year
31.34%
27.44%
Alpha – 3 Years
12.34%
7.04%
Information Ratio – 3 Years
1.07
0.58
Volatility – 1 Year
26.85%
17.07%
Volatility – 3 Years
19.70%
17.73%
Beta – 1 Year
1.34
0.65
Beta – 3 Years
1.03
0.86
Sharpe Ratio – 1 Year
1.08
1.42
Sharpe Ratio – 3 Years
0.96
0.79
Worst Rolling Year
-9.81%
0.71%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−18.65%
−30.82%
Recovery Period
63 days
429 days
1-Year Rolling Windows Positive
90.43%
99.71%
Median Rolling Year
15.98%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 40% · M 33% · S 24%
L 11% · M 1% · S 72%
Number of Stocks
31
18
Portfolio P/E
42.55
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%