Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Invesco - Caterpillar
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%
12.77%
1 Year
14.90%
18.71%
3 Years
14.68%
16.31%
5 Years
10.31%
16.50%
Since Inception
19.96%
12.31%
Fund Age
24 yrs 3 mo
20 yrs 2 mo
AUM
₹757.54 Cr
₹81.03 Cr
Alpha – 1 Year
10.18%
13.99%
Alpha – 3 Years
2.59%
4.22%
Information Ratio – 3 Years
0.54
0.46
Volatility – 1 Year
22.77%
18.60%
Volatility – 3 Years
22.88%
18.73%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
1.22
1.07
Sharpe Ratio – 1 Year
0.49
0.73
Sharpe Ratio – 3 Years
0.49
0.63
Worst Rolling Year
-9.25%
-17.65%
Value at Worst Rolling Year
₹0.91 Cr
₹0.82 Cr
Deepest Drawdown
−36.23%
−25.73%
Recovery Period
395 days
498 days
1-Year Rolling Windows Positive
90.02%
76.16%
Median Rolling Year
15.11%
14.50%
5-Year Rolling Windows Positive
—
86.34%
Market-Cap Mix
L 41% · M 14% · S 34%
L 18% · M 28% · S 49%
Number of Stocks
62
23
Portfolio P/E
36.83
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
—
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—