Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
ATLAS - Debt Equity Hybrid Pms Fund
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%
−1.41%
6 Months
0.96%
−1.89%
1 Year
14.90%
−1.71%
3 Years
14.68%
14.33%
5 Years
10.31%
13.36%
Since Inception
19.96%
22.84%
Fund Age
24 yrs 3 mo
5 yrs 5 mo
AUM
₹757.54 Cr
₹46.26 Cr
Alpha – 1 Year
10.18%
−6.43%
Alpha – 3 Years
2.59%
2.24%
Information Ratio – 3 Years
0.54
0.22
Volatility – 1 Year
22.77%
19.18%
Volatility – 3 Years
22.88%
17.80%
Beta – 1 Year
1.00
1.02
Beta – 3 Years
1.22
1.04
Sharpe Ratio – 1 Year
0.49
-0.27
Sharpe Ratio – 3 Years
0.49
0.55
Worst Rolling Year
-9.25%
13.68%
Value at Worst Rolling Year
₹0.91 Cr
₹1.14 Cr
Deepest Drawdown
−36.23%
−20.80%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
21.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 69% · M 8% · S 22%
Number of Stocks
62
65
Portfolio P/E
36.83
28.49
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%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
—
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%