Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Sundaram Alternate - SELF
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
7.30%
7.67%
6 Months
20.36%
27.70%
1 Year
18.14%
47.52%
3 Years
21.64%
23.98%
5 Years
16.27%
15.87%
Since Inception
19.97%
18.55%
Fund Age
17 yrs 8 mo
16 yrs 2 mo
AUM
₹5,014.26 Cr
₹1,022.92 Cr
Alpha – 1 Year
13.42%
42.80%
Alpha – 3 Years
9.55%
11.89%
Information Ratio – 3 Years
0.97
1.12
Volatility – 1 Year
21.97%
28.29%
Volatility – 3 Years
19.06%
20.76%
Beta – 1 Year
1.13
1.36
Beta – 3 Years
1.07
1.07
Sharpe Ratio – 1 Year
0.62
1.33
Sharpe Ratio – 3 Years
0.85
0.99
Worst Rolling Year
-6.02%
-4.58%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
−24.55%
−19.51%
Recovery Period
436 days
115 days
1-Year Rolling Windows Positive
95.34%
97.86%
Median Rolling Year
19.24%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 22% · M 32% · S 42%
Number of Stocks
97
26
Portfolio P/E
63.07
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%