Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Incred-Small & MidCap PMS
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%
4.27%
6 Months
0.96%
−8.15%
1 Year
14.90%
−5.39%
3 Years
14.68%
10.81%
5 Years
10.31%
—
Since Inception
19.96%
11.07%
Fund Age
24 yrs 3 mo
5 yrs
AUM
₹757.54 Cr
₹121.08 Cr
Alpha – 1 Year
10.18%
−5.32%
Alpha – 3 Years
2.59%
−2.65%
Information Ratio – 3 Years
0.54
-0.15
Volatility – 1 Year
22.77%
24.51%
Volatility – 3 Years
22.88%
24.85%
Beta – 1 Year
1.00
1.17
Beta – 3 Years
1.22
1.18
Sharpe Ratio – 1 Year
0.49
-0.34
Sharpe Ratio – 3 Years
0.49
0.32
Worst Rolling Year
-9.25%
9.88%
Value at Worst Rolling Year
₹0.91 Cr
₹1.10 Cr
Deepest Drawdown
−36.23%
−34.50%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
M 20% · S 78%
Number of Stocks
62
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%