Portfolio Management Services (PMS)Compare Schemes
ABN - Flagship Equity vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
ABN - Flagship Equity
Alchemy Select Stock
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.96%
7.30%
6 Months
14.37%
20.36%
1 Year
—
18.14%
3 Years
—
21.64%
5 Years
—
16.27%
Since Inception
13.39%
19.97%
Fund Age
7 mo
17 yrs 8 mo
AUM
₹19.88 Cr
₹5,014.26 Cr
Alpha – 1 Year
—
13.42%
Alpha – 3 Years
—
9.55%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
—
21.97%
Volatility – 3 Years
—
19.06%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
—
0.62
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
-6.02%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−24.55%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
95.34%
Median Rolling Year
—
19.24%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 30%
Number of Stocks
—
97
Portfolio P/E
—
63.07
Top 5 Holdings
—
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
—
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%