Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
5.86%
31.10%
1 Year
18.36%
52.47%
3 Years
18.72%
17.74%
5 Years
—
16.38%
Since Inception
18.90%
15.58%
Fund Age
3 yrs
16 yrs 9 mo
AUM
₹750.57 Cr
₹132.42 Cr
Alpha – 1 Year
13.64%
47.75%
Alpha – 3 Years
6.63%
5.65%
Information Ratio – 3 Years
0.54
0.46
Volatility – 1 Year
20.46%
26.74%
Volatility – 3 Years
21.62%
21.32%
Beta – 1 Year
1.00
1.30
Beta – 3 Years
1.18
0.97
Sharpe Ratio – 1 Year
0.66
1.52
Sharpe Ratio – 3 Years
0.66
0.68
Worst Rolling Year
18.50%
-15.93%
Value at Worst Rolling Year
₹1.19 Cr
₹0.84 Cr
Deepest Drawdown
−29.06%
−20.79%
Recovery Period
394 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.09%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 37% · M 53% · S 9%
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%