Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
1.61%
6 Months
0.96%
4.03%
1 Year
14.90%
4.49%
3 Years
14.68%
14.35%
5 Years
10.31%
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Since Inception
19.96%
16.62%
Fund Age
24 yrs 3 mo
4 yrs
AUM
₹757.54 Cr
₹303 Cr
Alpha – 1 Year
10.18%
4.92%
Alpha – 3 Years
2.59%
5.78%
Information Ratio – 3 Years
0.54
1.15
Volatility – 1 Year
22.77%
16.32%
Volatility – 3 Years
22.88%
14.15%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
1.22
0.97
Sharpe Ratio – 1 Year
0.49
0.01
Sharpe Ratio – 3 Years
0.49
0.64
Worst Rolling Year
-9.25%
14.36%
Value at Worst Rolling Year
₹0.91 Cr
₹1.14 Cr
Deepest Drawdown
−36.23%
−16.17%
Recovery Period
395 days
245 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
18.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
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Number of Stocks
62
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Portfolio P/E
36.83
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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