Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
5.86%
24.02%
1 Year
18.36%
36.06%
3 Years
18.72%
24.43%
5 Years
—
16.10%
Since Inception
18.90%
15.98%
Fund Age
3 yrs
14 yrs 10 mo
AUM
₹750.57 Cr
₹214.08 Cr
Alpha – 1 Year
13.64%
31.34%
Alpha – 3 Years
6.63%
12.34%
Information Ratio – 3 Years
0.54
1.07
Volatility – 1 Year
20.46%
26.85%
Volatility – 3 Years
21.62%
19.70%
Beta – 1 Year
1.00
1.34
Beta – 3 Years
1.18
1.03
Sharpe Ratio – 1 Year
0.66
1.08
Sharpe Ratio – 3 Years
0.66
0.96
Worst Rolling Year
18.50%
-9.81%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−29.06%
−18.65%
Recovery Period
394 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
19.09%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%