Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Alchemy Select Stock
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
0.54%
7.30%
6 Months
3.13%
20.36%
1 Year
3.79%
18.14%
3 Years
10.28%
21.64%
5 Years
10.26%
16.27%
Since Inception
14.16%
19.97%
Fund Age
8 yrs 2 mo
17 yrs 8 mo
AUM
₹1,116.87 Cr
₹5,014.26 Cr
Alpha – 1 Year
−0.93%
13.42%
Alpha – 3 Years
−1.81%
9.55%
Information Ratio – 3 Years
-0.53
0.97
Volatility – 1 Year
16.47%
21.97%
Volatility – 3 Years
15.93%
19.06%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
-0.01
0.62
Sharpe Ratio – 3 Years
0.36
0.85
Worst Rolling Year
9.53%
-6.02%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−22.48%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
95.34%
Median Rolling Year
20.27%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 38% · M 28% · S 30%
Number of Stocks
40
97
Portfolio P/E
27.63
63.07
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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)
2% / 1% / 0%
1% / 0% / 0%