Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Anand Rathi Advisors - Alpha 1 Strategy
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%
2.10%
6 Months
0.96%
7.76%
1 Year
14.90%
8.69%
3 Years
14.68%
14.17%
5 Years
10.31%
—
Since Inception
19.96%
18.23%
Fund Age
24 yrs 3 mo
3 yrs 4 mo
AUM
₹757.54 Cr
₹10.3 Cr
Alpha – 1 Year
10.18%
3.97%
Alpha – 3 Years
2.59%
2.09%
Information Ratio – 3 Years
0.54
1.14
Volatility – 1 Year
22.77%
18.17%
Volatility – 3 Years
22.88%
15.44%
Beta – 1 Year
1.00
1.03
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
0.49
0.32
Sharpe Ratio – 3 Years
0.49
0.69
Worst Rolling Year
-9.25%
13.56%
Value at Worst Rolling Year
₹0.91 Cr
₹1.14 Cr
Deepest Drawdown
−36.23%
−19.52%
Recovery Period
395 days
518 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
15.40%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
—
Number of Stocks
62
15
Portfolio P/E
36.83
—
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
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Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%