Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
0.51%
31.10%
1 Year
12.01%
52.47%
3 Years
12.45%
17.74%
5 Years
—
16.38%
Since Inception
12.40%
15.58%
Fund Age
3 yrs
16 yrs 9 mo
AUM
₹22.7 Cr
₹132.42 Cr
Alpha – 1 Year
12.36%
47.75%
Alpha – 3 Years
3.45%
5.65%
Information Ratio – 3 Years
0.50
0.46
Volatility – 1 Year
19.89%
26.74%
Volatility – 3 Years
17.57%
21.32%
Beta – 1 Year
1.18
1.30
Beta – 3 Years
1.20
0.97
Sharpe Ratio – 1 Year
0.40
1.52
Sharpe Ratio – 3 Years
0.46
0.68
Worst Rolling Year
12.43%
-15.93%
Value at Worst Rolling Year
₹1.12 Cr
₹0.84 Cr
Deepest Drawdown
−26.54%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
12.71%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 99%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%