Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
ValPro Balanced B
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%
0.41%
6 Months
24.02%
10.49%
1 Year
36.06%
18.36%
3 Years
24.43%
16.81%
5 Years
16.10%
4.40%
Since Inception
15.98%
5.10%
Fund Age
14 yrs 10 mo
5 yrs 1 mo
AUM
₹214.08 Cr
₹8.98 Cr
Alpha – 1 Year
31.34%
19.78%
Alpha – 3 Years
12.34%
9.07%
Information Ratio – 3 Years
1.07
0.98
Volatility – 1 Year
26.85%
22.04%
Volatility – 3 Years
19.70%
16.11%
Beta – 1 Year
1.34
1.21
Beta – 3 Years
1.03
1.01
Sharpe Ratio – 1 Year
1.08
0.60
Sharpe Ratio – 3 Years
0.96
0.72
Worst Rolling Year
-9.81%
-1.98%
Value at Worst Rolling Year
₹0.90 Cr
₹0.98 Cr
Deepest Drawdown
−18.65%
−17.34%
Recovery Period
63 days
219 days
1-Year Rolling Windows Positive
90.43%
94.64%
Median Rolling Year
15.98%
8.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 40% · M 33% · S 24%
L 65% · M 7% · S 9%
Number of Stocks
31
39
Portfolio P/E
42.55
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%