ZFunds
For Experts
About Us
Contact Us
Start a Conversation
Portfolio Management Services (PMS)
Compare Schemes
Accelt Long Term Equity Fund vs Alchemy - Leaders of Tomorrow
Benchmark
Download PDF
Accelt Long Term Equity Fund
Alchemy - Leaders of Tomorrow
Add Scheme
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 4.7%
Accelt Long Term Equity Fund
33.6% • vol 20.9%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
11.32%
—
6 Months
31.05%
—
1 Year
33.64%
—
3 Years
—
—
5 Years
—
—
Since Inception
18.43%
—
Fund Age
1 yr 11 mo
—
AUM
₹12.55 Cr
—
Outerperformance
Alpha – 1 Year
28.92%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
20.86%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.25
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Avalon Technologies Ltd · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
Top Sectors
—
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
Fees
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—
Let's start a
conversation
Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
Zoom Call
Get a Call
Proceed
We will only use these details to contact you about this enquiry. No spam.