Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs ASK - IEP
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
ASK - IEP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
4.25%
6 Months
0.96%
−4.32%
1 Year
14.90%
−3.76%
3 Years
14.68%
4.26%
5 Years
10.31%
5.30%
Since Inception
19.96%
15.06%
Fund Age
24 yrs 3 mo
16 yrs 6 mo
AUM
₹757.54 Cr
₹6,178.21 Cr
Alpha – 1 Year
10.18%
−6.74%
Alpha – 3 Years
2.59%
−7.62%
Information Ratio – 3 Years
0.54
-1.54
Volatility – 1 Year
22.77%
17.92%
Volatility – 3 Years
22.88%
14.61%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
0.49
-0.43
Sharpe Ratio – 3 Years
0.49
-0.01
Worst Rolling Year
-9.25%
-1.02%
Value at Worst Rolling Year
₹0.91 Cr
₹0.99 Cr
Deepest Drawdown
−36.23%
−20.59%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
99.47%
Median Rolling Year
15.11%
14.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 52% · M 27% · S 20%
Number of Stocks
62
34
Portfolio P/E
36.83
33.48
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 Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
Top Sectors
—
Financial Services · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 1%