Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
2.20%
6 Months
0.96%
6.00%
1 Year
14.90%
4.90%
3 Years
14.68%
18.50%
5 Years
10.31%
—
Since Inception
19.96%
16.60%
Fund Age
24 yrs 3 mo
3 yrs
AUM
₹757.54 Cr
₹209.72 Cr
Alpha – 1 Year
10.18%
0.20%
Alpha – 3 Years
2.59%
6.40%
Information Ratio – 3 Years
0.54
1.16
Volatility – 1 Year
22.77%
19.79%
Volatility – 3 Years
22.88%
17.07%
Beta – 1 Year
1.00
1.06
Beta – 3 Years
1.22
1.05
Sharpe Ratio – 1 Year
0.49
0.07
Sharpe Ratio – 3 Years
0.49
0.81
Worst Rolling Year
-9.25%
18.52%
Value at Worst Rolling Year
₹0.91 Cr
₹1.19 Cr
Deepest Drawdown
−36.23%
−19.68%
Recovery Period
395 days
230 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 41% · M 14% · S 34%
L 67% · M 33%
Number of Stocks
62
24
Portfolio P/E
36.83
40.00
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%