Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Counter Cyclical - Diversified Long Term Value
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%
4.89%
6 Months
0.96%
26.09%
1 Year
14.90%
14.74%
3 Years
14.68%
18.63%
5 Years
10.31%
29.18%
Since Inception
19.96%
45.31%
Fund Age
24 yrs 3 mo
7 yrs 1 mo
AUM
₹757.54 Cr
₹1,025.6 Cr
Alpha – 1 Year
10.18%
10.02%
Alpha – 3 Years
2.59%
6.54%
Information Ratio – 3 Years
0.54
0.41
Volatility – 1 Year
22.77%
29.04%
Volatility – 3 Years
22.88%
23.98%
Beta – 1 Year
1.00
1.50
Beta – 3 Years
1.22
1.19
Sharpe Ratio – 1 Year
0.49
0.42
Sharpe Ratio – 3 Years
0.49
0.61
Worst Rolling Year
-9.25%
17.65%
Value at Worst Rolling Year
₹0.91 Cr
₹1.18 Cr
Deepest Drawdown
−36.23%
−31.35%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
48.53%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
S 95%
Number of Stocks
62
182
Portfolio P/E
36.83
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
—
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%