Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs GEOJIT-BEACON PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
GEOJIT-BEACON 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%
−2.85%
6 Months
0.96%
4.89%
1 Year
14.90%
5.63%
3 Years
14.68%
—
5 Years
10.31%
—
Since Inception
19.96%
−3.63%
Fund Age
24 yrs 3 mo
2 yrs 1 mo
AUM
₹757.54 Cr
₹189.12 Cr
Alpha – 1 Year
10.18%
0.91%
Alpha – 3 Years
2.59%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
22.77%
23.99%
Volatility – 3 Years
22.88%
—
Beta – 1 Year
1.00
1.32
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
0.49
0.12
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-9.25%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−36.23%
−16.68%
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 19% · M 8% · S 71%
Number of Stocks
62
28
Portfolio P/E
36.83
—
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 Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
Top Sectors
—
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—