Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
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
2.23%
7.67%
6 Months
5.86%
27.70%
1 Year
18.36%
47.52%
3 Years
18.72%
23.98%
5 Years
—
15.87%
Since Inception
18.90%
18.55%
Fund Age
3 yrs
16 yrs 2 mo
AUM
₹750.57 Cr
₹1,022.92 Cr
Alpha – 1 Year
13.64%
42.80%
Alpha – 3 Years
6.63%
11.89%
Information Ratio – 3 Years
0.54
1.12
Volatility – 1 Year
20.46%
28.29%
Volatility – 3 Years
21.62%
20.76%
Beta – 1 Year
1.00
1.36
Beta – 3 Years
1.18
1.07
Sharpe Ratio – 1 Year
0.66
1.33
Sharpe Ratio – 3 Years
0.66
0.99
Worst Rolling Year
18.50%
-4.58%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−29.06%
−19.51%
Recovery Period
394 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
19.09%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
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%