Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.52%
0.44%
6 Months
24.02%
24.87%
1 Year
36.06%
7.81%
3 Years
24.43%
29.92%
5 Years
16.10%
26.50%
Since Inception
15.98%
23.67%
Fund Age
14 yrs 10 mo
5 yrs 9 mo
AUM
₹214.08 Cr
₹607.62 Cr
Alpha – 1 Year
31.34%
3.09%
Alpha – 3 Years
12.34%
17.83%
Information Ratio – 3 Years
1.07
—
Volatility – 1 Year
26.85%
37.31%
Volatility – 3 Years
19.70%
29.20%
Beta – 1 Year
1.34
1.91
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
1.08
0.22
Sharpe Ratio – 3 Years
0.96
2.38
Worst Rolling Year
-9.81%
7.15%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−18.65%
−15.58%
Recovery Period
63 days
40 days
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
36.18%
5-Year Rolling Windows Positive
100.00%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%