Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
SageOne - Smallcap 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%
0.91%
6 Months
20.36%
22.17%
1 Year
18.14%
13.49%
3 Years
21.64%
12.21%
5 Years
16.27%
11.23%
Since Inception
19.97%
22.14%
Fund Age
17 yrs 8 mo
7 yrs 4 mo
AUM
₹5,014.26 Cr
₹1,280.4 Cr
Alpha – 1 Year
13.42%
8.77%
Alpha – 3 Years
9.55%
0.12%
Information Ratio – 3 Years
0.97
0.01
Volatility – 1 Year
21.97%
24.60%
Volatility – 3 Years
19.06%
22.41%
Beta – 1 Year
1.13
1.20
Beta – 3 Years
1.07
1.15
Sharpe Ratio – 1 Year
0.62
0.41
Sharpe Ratio – 3 Years
0.85
0.39
Worst Rolling Year
-6.02%
4.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−24.55%
−26.42%
Recovery Period
436 days
479 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
S 100%
Number of Stocks
97
18
Portfolio P/E
63.07
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%