Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.52%
3.42%
6 Months
24.02%
2.89%
1 Year
36.06%
2.59%
3 Years
24.43%
10.39%
5 Years
16.10%
8.86%
Since Inception
15.98%
11.13%
Fund Age
14 yrs 10 mo
5 yrs 6 mo
AUM
₹214.08 Cr
₹63.54 Cr
Alpha – 1 Year
31.34%
−0.39%
Alpha – 3 Years
12.34%
−1.50%
Information Ratio – 3 Years
1.07
-0.34
Volatility – 1 Year
26.85%
16.68%
Volatility – 3 Years
19.70%
13.79%
Beta – 1 Year
1.34
0.95
Beta – 3 Years
1.03
0.88
Sharpe Ratio – 1 Year
1.08
-0.09
Sharpe Ratio – 3 Years
0.96
0.40
Worst Rolling Year
-9.81%
6.98%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−18.65%
−15.31%
Recovery Period
63 days
227 days
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 40% · M 33% · S 24%
L 69% · M 25% · S 5%
Number of Stocks
31
40
Portfolio P/E
42.55
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%