Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
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
7.30%
2.20%
6 Months
20.36%
6.00%
1 Year
18.14%
4.90%
3 Years
21.64%
18.50%
5 Years
16.27%
—
Since Inception
19.97%
16.60%
Fund Age
17 yrs 8 mo
3 yrs
AUM
₹5,014.26 Cr
₹209.72 Cr
Alpha – 1 Year
13.42%
0.20%
Alpha – 3 Years
9.55%
6.40%
Information Ratio – 3 Years
0.97
1.16
Volatility – 1 Year
21.97%
19.79%
Volatility – 3 Years
19.06%
17.07%
Beta – 1 Year
1.13
1.06
Beta – 3 Years
1.07
1.05
Sharpe Ratio – 1 Year
0.62
0.07
Sharpe Ratio – 3 Years
0.85
0.81
Worst Rolling Year
-6.02%
18.52%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−24.55%
−19.68%
Recovery Period
436 days
230 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 67% · M 33%
Number of Stocks
97
24
Portfolio P/E
63.07
40.00
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
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
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%