Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
ValueQuest - Growth
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%
1.42%
6 Months
24.02%
31.94%
1 Year
36.06%
21.84%
3 Years
24.43%
17.21%
5 Years
16.10%
16.75%
Since Inception
15.98%
18.18%
Fund Age
14 yrs 10 mo
13 yrs 5 mo
AUM
₹214.08 Cr
₹2,035.08 Cr
Alpha – 1 Year
31.34%
18.86%
Alpha – 3 Years
12.34%
5.32%
Information Ratio – 3 Years
1.07
0.50
Volatility – 1 Year
26.85%
24.29%
Volatility – 3 Years
19.70%
19.24%
Beta – 1 Year
1.34
1.15
Beta – 3 Years
1.03
1.04
Sharpe Ratio – 1 Year
1.08
0.70
Sharpe Ratio – 3 Years
0.96
0.65
Worst Rolling Year
-9.81%
-15.08%
Value at Worst Rolling Year
₹0.90 Cr
₹0.85 Cr
Deepest Drawdown
−18.65%
−8.16%
Recovery Period
63 days
15 days
1-Year Rolling Windows Positive
90.43%
82.66%
Median Rolling Year
15.98%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 40% · M 33% · S 24%
L 23% · M 1% · S 69%
Number of Stocks
31
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%