Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - VOYAGER vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - VOYAGER
Wright Factor Fund
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%
10.96%
6 Months
24.02%
14.84%
1 Year
36.06%
16.93%
3 Years
24.43%
—
5 Years
16.10%
—
Since Inception
15.98%
20.33%
Fund Age
14 yrs 10 mo
3 yrs
AUM
₹214.08 Cr
₹214.05 Cr
Alpha – 1 Year
31.34%
12.21%
Alpha – 3 Years
12.34%
—
Information Ratio – 3 Years
1.07
0.51
Volatility – 1 Year
26.85%
22.29%
Volatility – 3 Years
19.70%
21.03%
Beta – 1 Year
1.34
0.97
Beta – 3 Years
1.03
0.97
Sharpe Ratio – 1 Year
1.08
0.57
Sharpe Ratio – 3 Years
0.96
0.72
Worst Rolling Year
-9.81%
18.92%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−18.65%
−27.91%
Recovery Period
63 days
Not yet recovered
1-Year Rolling Windows Positive
90.43%
100.00%
Median Rolling Year
15.98%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 40% · M 33% · S 24%
L 12% · M 21% · S 55%
Number of Stocks
31
25
Portfolio P/E
42.55
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%