Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Valtrust Momentum
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%
4.78%
6 Months
24.02%
15.08%
1 Year
36.06%
13.63%
3 Years
24.43%
16.91%
5 Years
16.10%
—
Since Inception
15.98%
23.12%
Fund Age
14 yrs 10 mo
3 yrs 7 mo
AUM
₹214.08 Cr
₹78.91 Cr
Alpha – 1 Year
31.34%
8.91%
Alpha – 3 Years
12.34%
4.82%
Information Ratio – 3 Years
1.07
0.40
Volatility – 1 Year
26.85%
20.25%
Volatility – 3 Years
19.70%
21.43%
Beta – 1 Year
1.34
1.06
Beta – 3 Years
1.03
1.18
Sharpe Ratio – 1 Year
1.08
0.47
Sharpe Ratio – 3 Years
0.96
0.59
Worst Rolling Year
-9.81%
15.66%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−18.65%
−29.56%
Recovery Period
63 days
Not yet recovered
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 40% · M 33% · S 24%
L 15% · M 30% · S 55%
Number of Stocks
31
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%