Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Fort Capital - Value Fund
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%
5.09%
6 Months
0.96%
20.56%
1 Year
14.90%
20.29%
3 Years
14.68%
11.79%
5 Years
10.31%
16.62%
Since Inception
19.96%
15.84%
Fund Age
24 yrs 3 mo
7 yrs 11 mo
AUM
₹757.54 Cr
₹12.5 Cr
Alpha – 1 Year
10.18%
15.57%
Alpha – 3 Years
2.59%
−0.30%
Information Ratio – 3 Years
0.54
-0.02
Volatility – 1 Year
22.77%
23.44%
Volatility – 3 Years
22.88%
21.14%
Beta – 1 Year
1.00
1.18
Beta – 3 Years
1.22
1.05
Sharpe Ratio – 1 Year
0.49
0.68
Sharpe Ratio – 3 Years
0.49
0.39
Worst Rolling Year
-9.25%
9.17%
Value at Worst Rolling Year
₹0.91 Cr
₹1.09 Cr
Deepest Drawdown
−36.23%
−24.97%
Recovery Period
395 days
470 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
22.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
S 93%
Number of Stocks
62
28
Portfolio P/E
36.83
21.42
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%
—
Top Sectors
—
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%