Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
1.47%
6 Months
5.86%
5.42%
1 Year
18.36%
9.64%
3 Years
18.72%
10.36%
5 Years
—
7.75%
Since Inception
18.90%
11.08%
Fund Age
3 yrs
9 yrs 11 mo
AUM
₹750.57 Cr
₹66.05 Cr
Alpha – 1 Year
13.64%
9.99%
Alpha – 3 Years
6.63%
1.36%
Information Ratio – 3 Years
0.54
0.51
Volatility – 1 Year
20.46%
17.05%
Volatility – 3 Years
21.62%
14.23%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
1.18
1.00
Sharpe Ratio – 1 Year
0.66
0.31
Sharpe Ratio – 3 Years
0.66
0.40
Worst Rolling Year
18.50%
0.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−29.06%
−17.08%
Recovery Period
394 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
19.09%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—