Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
5.38%
6 Months
0.96%
7.13%
1 Year
14.90%
11.04%
3 Years
14.68%
7.66%
5 Years
10.31%
8.70%
Since Inception
19.96%
14.13%
Fund Age
24 yrs 3 mo
6 yrs 10 mo
AUM
₹757.54 Cr
₹3.45 Cr
Alpha – 1 Year
10.18%
8.06%
Alpha – 3 Years
2.59%
−4.24%
Information Ratio – 3 Years
0.54
-0.53
Volatility – 1 Year
22.77%
15.44%
Volatility – 3 Years
22.88%
15.96%
Beta – 1 Year
1.00
0.84
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
0.49
0.40
Sharpe Ratio – 3 Years
0.49
0.20
Worst Rolling Year
-9.25%
3.12%
Value at Worst Rolling Year
₹0.91 Cr
₹1.03 Cr
Deepest Drawdown
−36.23%
−27.30%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
14.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 64% · M 36%
Number of Stocks
62
23
Portfolio P/E
36.83
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
—
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%