Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
24.02%
7.61%
1 Year
36.06%
−0.76%
3 Years
24.43%
11.28%
5 Years
16.10%
9.58%
Since Inception
15.98%
11.67%
Fund Age
14 yrs 10 mo
7 yrs 11 mo
AUM
₹214.08 Cr
₹12.5 Cr
Alpha – 1 Year
31.34%
−3.74%
Alpha – 3 Years
12.34%
−0.61%
Information Ratio – 3 Years
1.07
-0.06
Volatility – 1 Year
26.85%
20.02%
Volatility – 3 Years
19.70%
16.21%
Beta – 1 Year
1.34
1.05
Beta – 3 Years
1.03
0.91
Sharpe Ratio – 1 Year
1.08
-0.22
Sharpe Ratio – 3 Years
0.96
0.41
Worst Rolling Year
-9.81%
8.66%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−18.65%
−24.66%
Recovery Period
63 days
Not yet recovered
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 40% · M 33% · S 24%
L 36% · M 30% · S 35%
Number of Stocks
31
15
Portfolio P/E
42.55
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%