Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Invesco - Challengers
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%
1.41%
6 Months
0.96%
13.18%
1 Year
14.90%
2.91%
3 Years
14.68%
14.27%
5 Years
10.31%
—
Since Inception
19.96%
11.83%
Fund Age
24 yrs 3 mo
4 yrs 11 mo
AUM
₹757.54 Cr
₹31.01 Cr
Alpha – 1 Year
10.18%
−1.81%
Alpha – 3 Years
2.59%
2.18%
Information Ratio – 3 Years
0.54
0.24
Volatility – 1 Year
22.77%
18.67%
Volatility – 3 Years
22.88%
17.11%
Beta – 1 Year
1.00
0.97
Beta – 3 Years
1.22
0.95
Sharpe Ratio – 1 Year
0.49
-0.04
Sharpe Ratio – 3 Years
0.49
0.56
Worst Rolling Year
-9.25%
12.64%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−36.23%
−24.73%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
L 37% · M 30% · S 33%
Number of Stocks
62
26
Portfolio P/E
36.83
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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