Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
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
2.23%
0.91%
6 Months
5.86%
22.17%
1 Year
18.36%
13.49%
3 Years
18.72%
12.21%
5 Years
—
11.23%
Since Inception
18.90%
22.14%
Fund Age
3 yrs
7 yrs 4 mo
AUM
₹750.57 Cr
₹1,280.4 Cr
Alpha – 1 Year
13.64%
8.77%
Alpha – 3 Years
6.63%
0.12%
Information Ratio – 3 Years
0.54
0.01
Volatility – 1 Year
20.46%
24.60%
Volatility – 3 Years
21.62%
22.41%
Beta – 1 Year
1.00
1.20
Beta – 3 Years
1.18
1.15
Sharpe Ratio – 1 Year
0.66
0.41
Sharpe Ratio – 3 Years
0.66
0.39
Worst Rolling Year
18.50%
4.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−29.06%
−26.42%
Recovery Period
394 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
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%
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
—
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%