Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Anand Rathi Advisors - MNC PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
0.15%
6 Months
0.96%
9.28%
1 Year
14.90%
4.13%
3 Years
14.68%
7.71%
5 Years
10.31%
8.27%
Since Inception
19.96%
11.49%
Fund Age
24 yrs 3 mo
8 yrs 5 mo
AUM
₹757.54 Cr
₹123.55 Cr
Alpha – 1 Year
10.18%
−0.59%
Alpha – 3 Years
2.59%
−4.38%
Information Ratio – 3 Years
0.54
-0.33
Volatility – 1 Year
22.77%
21.50%
Volatility – 3 Years
22.88%
16.95%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
1.22
0.97
Sharpe Ratio – 1 Year
0.49
-0.02
Sharpe Ratio – 3 Years
0.49
0.26
Worst Rolling Year
-9.25%
7.04%
Value at Worst Rolling Year
₹0.91 Cr
₹1.07 Cr
Deepest Drawdown
−36.23%
−24.41%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
15.95%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 29% · M 38% · S 31%
Number of Stocks
62
20
Portfolio P/E
36.83
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
—
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%