Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Carnelian Capital - Compounder Strategy
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%
4.57%
6 Months
0.96%
15.76%
1 Year
14.90%
22.36%
3 Years
14.68%
23.83%
5 Years
10.31%
17.53%
Since Inception
19.96%
20.07%
Fund Age
24 yrs 3 mo
7 yrs 3 mo
AUM
₹757.54 Cr
₹2,271.9 Cr
Alpha – 1 Year
10.18%
17.64%
Alpha – 3 Years
2.59%
11.75%
Information Ratio – 3 Years
0.54
1.40
Volatility – 1 Year
22.77%
21.11%
Volatility – 3 Years
22.88%
18.96%
Beta – 1 Year
1.00
1.17
Beta – 3 Years
1.22
1.12
Sharpe Ratio – 1 Year
0.49
0.81
Sharpe Ratio – 3 Years
0.49
0.96
Worst Rolling Year
-9.25%
10.25%
Value at Worst Rolling Year
₹0.91 Cr
₹1.10 Cr
Deepest Drawdown
−36.23%
−19.83%
Recovery Period
395 days
123 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
21.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 30% · M 46% · S 22%
Number of Stocks
62
30
Portfolio P/E
36.83
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
—
—
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%