Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Ambit - caliber
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
1.17%
6 Months
0.96%
3.92%
1 Year
14.90%
9.29%
3 Years
14.68%
14.80%
5 Years
10.31%
9.78%
Since Inception
19.96%
14.35%
Fund Age
24 yrs 3 mo
5 yrs 5 mo
AUM
₹757.54 Cr
₹95.56 Cr
Alpha – 1 Year
10.18%
9.72%
Alpha – 3 Years
2.59%
6.23%
Information Ratio – 3 Years
0.54
0.76
Volatility – 1 Year
22.77%
16.82%
Volatility – 3 Years
22.88%
15.81%
Beta – 1 Year
1.00
1.02
Beta – 3 Years
1.22
0.98
Sharpe Ratio – 1 Year
0.49
0.29
Sharpe Ratio – 3 Years
0.49
0.61
Worst Rolling Year
-9.25%
5.26%
Value at Worst Rolling Year
₹0.91 Cr
₹1.05 Cr
Deepest Drawdown
−36.23%
−20.60%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
15.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 55% · M 33% · S 10%
Number of Stocks
62
59
Portfolio P/E
36.83
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
—
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%