
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-1.82% | 1.07 | 17.41% | 65.25% |
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 | 1.35% | 5.66% | 20.41% | 6.80% | 3.17% | 22.25% | 15.95% | 22.26% | 19.48% |
BSE 500 TRI | -0.61% | 7.73% | 17.34% | 11.34% | 9.15% | 23.33% | 12.56% | 16.44% | 14.37% |
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 | 11Y 11M | 299 | BSE 500 TRI | 19.48% | 15 | 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 | 3.17% | -3.87% | 65.25% | -0.70% | 1.04 | 17.41% | 0.99 | 8.11% | 0.66 | 58.16 % |
Nifty 500 | 1.79% | -3.61% | -1.82% | 1.07 | 7.36% | 0.67 | 55.32 % | |||
Nifty Midcap 100 | -8.95% | -5.31% | -14.26% | 0.98 | 5.09% | 0.44 | 51.77 % | |||
Nifty Smallcap 100 | -4.20% | -3.22% | -7.42% | 0.90 | 9.51% | 0.63 | 55.32 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
AU SMALL FINANCE BANK LTD | 8.91 |
ICICI BANK LTD | 8.10 |
ASIAN PAINTS LTD | 7.85 |
AXIS BANK LTD. | 6.25 |
SRF LTD | 5.37 |
Top 5 Equity Holdings | 36.48 |
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 50.00 |
Mid Cap | 22.00 |
Small Cap | 19.00 |
Cash | 9.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 23.