Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.20%
6 Months
0.51%
6.00%
1 Year
12.01%
4.90%
3 Years
12.45%
18.50%
5 Years
—
—
Since Inception
12.40%
16.60%
Fund Age
3 yrs
3 yrs
AUM
₹22.7 Cr
₹209.72 Cr
Alpha – 1 Year
12.36%
0.20%
Alpha – 3 Years
3.45%
6.40%
Information Ratio – 3 Years
0.50
1.16
Volatility – 1 Year
19.89%
19.79%
Volatility – 3 Years
17.57%
17.07%
Beta – 1 Year
1.18
1.06
Beta – 3 Years
1.20
1.05
Sharpe Ratio – 1 Year
0.40
0.07
Sharpe Ratio – 3 Years
0.46
0.81
Worst Rolling Year
12.43%
18.52%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−26.54%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%