Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
5.72%
6 Months
0.96%
23.48%
1 Year
14.90%
38.68%
3 Years
14.68%
26.01%
5 Years
10.31%
16.58%
Since Inception
19.96%
18.98%
Fund Age
24 yrs 3 mo
16 yrs 6 mo
AUM
₹757.54 Cr
₹1,885.18 Cr
Alpha – 1 Year
10.18%
33.96%
Alpha – 3 Years
2.59%
13.92%
Information Ratio – 3 Years
0.54
1.27
Volatility – 1 Year
22.77%
28.06%
Volatility – 3 Years
22.88%
20.41%
Beta – 1 Year
1.00
1.39
Beta – 3 Years
1.22
1.06
Sharpe Ratio – 1 Year
0.49
1.12
Sharpe Ratio – 3 Years
0.49
1.06
Worst Rolling Year
-9.25%
-4.06%
Value at Worst Rolling Year
₹0.91 Cr
₹0.96 Cr
Deepest Drawdown
−36.23%
−18.24%
Recovery Period
395 days
60 days
1-Year Rolling Windows Positive
90.02%
98.28%
Median Rolling Year
15.11%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 41% · M 14% · S 34%
L 40% · M 32% · S 24%
Number of Stocks
62
28
Portfolio P/E
36.83
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%