Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Turtle Wealth -Wealth 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%
4.93%
6 Months
24.02%
2.72%
1 Year
36.06%
22.88%
3 Years
24.43%
20.47%
5 Years
16.10%
15.12%
Since Inception
15.98%
17.02%
Fund Age
14 yrs 10 mo
6 yrs 11 mo
AUM
₹214.08 Cr
₹261.05 Cr
Alpha – 1 Year
31.34%
18.16%
Alpha – 3 Years
12.34%
8.38%
Information Ratio – 3 Years
1.07
0.98
Volatility – 1 Year
26.85%
17.62%
Volatility – 3 Years
19.70%
15.64%
Beta – 1 Year
1.34
0.83
Beta – 3 Years
1.03
0.87
Sharpe Ratio – 1 Year
1.08
0.97
Sharpe Ratio – 3 Years
0.96
0.94
Worst Rolling Year
-9.81%
7.22%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−18.65%
−19.96%
Recovery Period
63 days
189 days
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 40% · M 33% · S 24%
L 28% · M 19% · S 43%
Number of Stocks
31
18
Portfolio P/E
42.55
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%