Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
4.38%
6 Months
0.96%
19.54%
1 Year
14.90%
15.57%
3 Years
14.68%
20.08%
5 Years
10.31%
21.78%
Since Inception
19.96%
32.33%
Fund Age
24 yrs 3 mo
5 yrs 10 mo
AUM
₹757.54 Cr
₹5,864.1 Cr
Alpha – 1 Year
10.18%
10.85%
Alpha – 3 Years
2.59%
8.00%
Information Ratio – 3 Years
0.54
1.40
Volatility – 1 Year
22.77%
22.27%
Volatility – 3 Years
22.88%
21.12%
Beta – 1 Year
1.00
1.15
Beta – 3 Years
1.22
1.14
Sharpe Ratio – 1 Year
0.49
0.52
Sharpe Ratio – 3 Years
0.49
0.73
Worst Rolling Year
-9.25%
20.10%
Value at Worst Rolling Year
₹0.91 Cr
₹1.20 Cr
Deepest Drawdown
−36.23%
−21.05%
Recovery Period
395 days
487 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 15% · M 28% · S 52%
Number of Stocks
62
38
Portfolio P/E
36.83
29.00
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 · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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%