Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Geojit - Ethical Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
1.73%
6 Months
0.96%
9.02%
1 Year
14.90%
1.62%
3 Years
14.68%
4.68%
5 Years
10.31%
—
Since Inception
19.96%
5.77%
Fund Age
24 yrs 3 mo
4 yrs 7 mo
AUM
₹757.54 Cr
₹13.09 Cr
Alpha – 1 Year
10.18%
−3.10%
Alpha – 3 Years
2.59%
−7.41%
Information Ratio – 3 Years
0.54
-1.02
Volatility – 1 Year
22.77%
18.69%
Volatility – 3 Years
22.88%
17.05%
Beta – 1 Year
1.00
0.99
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
0.49
-0.11
Sharpe Ratio – 3 Years
0.49
0.01
Worst Rolling Year
-9.25%
2.83%
Value at Worst Rolling Year
₹0.91 Cr
₹1.03 Cr
Deepest Drawdown
−36.23%
−28.39%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
7.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
L 33% · M 17% · S 45%
Number of Stocks
62
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
—
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—