Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
1.87%
6 Months
0.96%
30.77%
1 Year
14.90%
28.96%
3 Years
14.68%
24.68%
5 Years
10.31%
24.06%
Since Inception
19.96%
19.53%
Fund Age
24 yrs 3 mo
8 yrs 8 mo
AUM
₹757.54 Cr
₹11.41 Cr
Alpha – 1 Year
10.18%
24.24%
Alpha – 3 Years
2.59%
12.59%
Information Ratio – 3 Years
0.54
0.80
Volatility – 1 Year
22.77%
25.13%
Volatility – 3 Years
22.88%
25.00%
Beta – 1 Year
1.00
1.30
Beta – 3 Years
1.22
1.32
Sharpe Ratio – 1 Year
0.49
0.92
Sharpe Ratio – 3 Years
0.49
0.80
Worst Rolling Year
-9.25%
4.85%
Value at Worst Rolling Year
₹0.91 Cr
₹1.05 Cr
Deepest Drawdown
−36.23%
−27.69%
Recovery Period
395 days
472 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
28.03%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
M 10% · S 86%
Number of Stocks
62
19
Portfolio P/E
36.83
28.00
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%
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
—
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%