Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-8.20% | 0.89 | 14.64% | 65.31% |
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 | -0.88% | 3.09% | 5.76% | 27.35% | 8.07% | 14.42% | 19.60% | 18.93% | 19.17% |
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.47% | 19.81% | 19.47% | 19.00% | 16.71% | 15.34% |
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 | 12Y 5M | 292 | BSE 500 TRI | 19.17% | 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 | 11.69% | -14.15% | 65.31% | -2.46% | 0.87 | 14.64% | 0.95 | 7.37% | 0.60 | 57.82 % |
Nifty 500 | 7.56% | -15.76% | -8.20% | 0.89 | 6.24% | 0.57 | 55.10 % | |||
Nifty Midcap 100 | -8.76% | -20.24% | -29.00% | 0.83 | 3.21% | 0.28 | 50.34 % | |||
Nifty Smallcap 100 | -13.69% | -24.36% | -38.05% | 0.71 | 6.78% | 0.45 | 53.06 % |
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 | 48.30 |
Mid Cap | 22.20 |
Small Cap | 25.80 |
Cash | 3. |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 23.