Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Bonanza - Value
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%
6.51%
6 Months
0.96%
14.93%
1 Year
14.90%
16.79%
3 Years
14.68%
13.85%
5 Years
10.31%
12.48%
Since Inception
19.96%
18.86%
Fund Age
24 yrs 3 mo
14 yrs 11 mo
AUM
₹757.54 Cr
₹32.99 Cr
Alpha – 1 Year
10.18%
17.14%
Alpha – 3 Years
2.59%
4.85%
Information Ratio – 3 Years
0.54
0.41
Volatility – 1 Year
22.77%
17.36%
Volatility – 3 Years
22.88%
20.03%
Beta – 1 Year
1.00
0.65
Beta – 3 Years
1.22
0.84
Sharpe Ratio – 1 Year
0.49
0.67
Sharpe Ratio – 3 Years
0.49
0.57
Worst Rolling Year
-9.25%
-8.60%
Value at Worst Rolling Year
₹0.91 Cr
₹0.91 Cr
Deepest Drawdown
−36.23%
−30.57%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
82.13%
Median Rolling Year
15.11%
18.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 22% · M 16% · S 61%
Number of Stocks
62
69
Portfolio P/E
36.83
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
—
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%