Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
HSBC India Next 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%
0.12%
6 Months
0.96%
7.25%
1 Year
14.90%
6.76%
3 Years
14.68%
11.27%
5 Years
10.31%
11.24%
Since Inception
19.96%
13.42%
Fund Age
24 yrs 3 mo
5 yrs 6 mo
AUM
₹757.54 Cr
₹440.57 Cr
Alpha – 1 Year
10.18%
2.04%
Alpha – 3 Years
2.59%
−0.82%
Information Ratio – 3 Years
0.54
-0.13
Volatility – 1 Year
22.77%
18.95%
Volatility – 3 Years
22.88%
15.52%
Beta – 1 Year
1.00
1.06
Beta – 3 Years
1.22
0.94
Sharpe Ratio – 1 Year
0.49
0.16
Sharpe Ratio – 3 Years
0.49
0.43
Worst Rolling Year
-9.25%
10.24%
Value at Worst Rolling Year
₹0.91 Cr
₹1.10 Cr
Deepest Drawdown
−36.23%
−18.28%
Recovery Period
395 days
489 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 43% · M 35% · S 19%
Number of Stocks
62
28
Portfolio P/E
36.83
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
—
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
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%