Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Valentis Advisors - Rising Star
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%
1.72%
6 Months
24.02%
21.92%
1 Year
36.06%
13.71%
3 Years
24.43%
12.32%
5 Years
16.10%
14.28%
Since Inception
15.98%
17.32%
Fund Age
14 yrs 10 mo
10 yrs
AUM
₹214.08 Cr
₹1,140.87 Cr
Alpha – 1 Year
31.34%
10.73%
Alpha – 3 Years
12.34%
0.43%
Information Ratio – 3 Years
1.07
0.05
Volatility – 1 Year
26.85%
27.06%
Volatility – 3 Years
19.70%
23.47%
Beta – 1 Year
1.34
1.37
Beta – 3 Years
1.03
1.21
Sharpe Ratio – 1 Year
1.08
0.39
Sharpe Ratio – 3 Years
0.96
0.38
Worst Rolling Year
-9.81%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−18.65%
—
Recovery Period
63 days
—
1-Year Rolling Windows Positive
90.43%
—
Median Rolling Year
15.98%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 40% · M 33% · S 24%
—
Number of Stocks
31
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%
3% / 2% / 1%