Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Alchemy Select Stock
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
7.30%
6 Months
−5.56%
20.36%
1 Year
34.70%
18.14%
3 Years
27.41%
21.64%
5 Years
32.51%
16.27%
Since Inception
32.15%
19.97%
Fund Age
13 yrs 6 mo
17 yrs 8 mo
AUM
₹2,318.72 Cr
₹5,014.26 Cr
Alpha – 1 Year
35.05%
13.42%
Alpha – 3 Years
18.41%
9.55%
Information Ratio – 3 Years
1.03
0.97
Volatility – 1 Year
21.67%
21.97%
Volatility – 3 Years
15.53%
19.06%
Beta – 1 Year
0.28
1.13
Beta – 3 Years
0.35
1.07
Sharpe Ratio – 1 Year
1.24
0.62
Sharpe Ratio – 3 Years
1.31
0.85
Worst Rolling Year
-17.36%
-6.02%
Value at Worst Rolling Year
₹0.83 Cr
₹0.94 Cr
Deepest Drawdown
−21.72%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
88.36%
95.34%
Median Rolling Year
37.79%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 38% · M 28% · S 30%
Number of Stocks
9
97
Portfolio P/E
14.68
63.07
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%