Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Edelweiss Focused Mid & Small Cap Portfolio Series II
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
3.29%
6 Months
0.96%
24.50%
1 Year
14.90%
16.08%
3 Years
14.68%
8.83%
5 Years
10.31%
7.88%
Since Inception
19.96%
9.93%
Fund Age
24 yrs 3 mo
8 yrs 7 mo
AUM
₹757.54 Cr
₹6.19 Cr
Alpha – 1 Year
10.18%
16.43%
Alpha – 3 Years
2.59%
−0.16%
Information Ratio – 3 Years
0.54
0.06
Volatility – 1 Year
22.77%
23.83%
Volatility – 3 Years
22.88%
20.97%
Beta – 1 Year
1.00
1.19
Beta – 3 Years
1.22
1.17
Sharpe Ratio – 1 Year
0.49
0.51
Sharpe Ratio – 3 Years
0.49
0.26
Worst Rolling Year
-9.25%
-1.14%
Value at Worst Rolling Year
₹0.91 Cr
₹0.99 Cr
Deepest Drawdown
−36.23%
−28.92%
Recovery Period
395 days
458 days
1-Year Rolling Windows Positive
90.02%
98.16%
Median Rolling Year
15.11%
14.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 9% · M 13% · S 77%
Number of Stocks
62
33
Portfolio P/E
36.83
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
—
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%