Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
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
7.30%
5.72%
6 Months
20.36%
23.48%
1 Year
18.14%
38.68%
3 Years
21.64%
26.01%
5 Years
16.27%
16.58%
Since Inception
19.97%
18.98%
Fund Age
17 yrs 8 mo
16 yrs 6 mo
AUM
₹5,014.26 Cr
₹1,885.18 Cr
Alpha – 1 Year
13.42%
33.96%
Alpha – 3 Years
9.55%
13.92%
Information Ratio – 3 Years
0.97
1.27
Volatility – 1 Year
21.97%
28.06%
Volatility – 3 Years
19.06%
20.41%
Beta – 1 Year
1.13
1.39
Beta – 3 Years
1.07
1.06
Sharpe Ratio – 1 Year
0.62
1.12
Sharpe Ratio – 3 Years
0.85
1.06
Worst Rolling Year
-6.02%
-4.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
−24.55%
−18.24%
Recovery Period
436 days
60 days
1-Year Rolling Windows Positive
95.34%
98.28%
Median Rolling Year
19.24%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 38% · M 28% · S 30%
L 40% · M 32% · S 24%
Number of Stocks
97
28
Portfolio P/E
63.07
45.86
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%
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
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%