Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Equentis Multi-Cap Portfolio
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%
1.89%
6 Months
0.96%
6.49%
1 Year
14.90%
7.74%
3 Years
14.68%
—
5 Years
10.31%
—
Since Inception
19.96%
3.50%
Fund Age
24 yrs 3 mo
18 mo
AUM
₹757.54 Cr
₹90.44 Cr
Alpha – 1 Year
10.18%
8.09%
Alpha – 3 Years
2.59%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
22.77%
16.04%
Volatility – 3 Years
22.88%
—
Beta – 1 Year
1.00
0.97
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
0.49
0.21
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-9.25%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−36.23%
−13.86%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
—
Median Rolling Year
15.11%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 41% · M 14% · S 34%
L 40% · M 23% · S 27%
Number of Stocks
62
110
Portfolio P/E
36.83
36.94
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%
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
—
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%