
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
4.74% | 0.79 | 17.61% | 66.26% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Sundaram Alternates Voyager | 3.80% | 17.80% | 3.30% | 15.50% | 22.90% | 22.30% | 26.00% | - | 14.70% |
BSE 500 TRI | 3.70% | 10.80% | 5.90% | 5.10% | 20.60% | 21.70% | 24.00% | - | 16.40% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Sundaram Alternates Voyager | Multi Cap | Madanagopal Ramu | 01 October 2011 | 13Y 9M | - | BSE 500 TRI | 14.70% | 24 | NA |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 10.03% | -6.54% | 66.26% | 3.49% | 0.97 | 17.61% | 0.43 | 7.13% | 0.59 | 58.28 % |
Nifty 500 | 10.65% | -4.43% | 6.22% | 0.94 | 6.01% | 0.56 | 55.83 % | |||
Nifty Midcap 100 | 5.55% | -0.81% | 4.74% | 0.79 | 3.01% | 0.26 | 50.31 % | |||
Nifty Smallcap 100 | 11.34% | 3.11% | 14.45% | 0.62 | 6.86% | 0.45 | 53.99 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 18.40 |
Mid Cap | 47.80 |
Small Cap | 30.80 |
Cash | 2.90 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 June 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Apr 25.