Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Invesco - Rise
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
5.01%
6 Months
0.96%
8.17%
1 Year
14.90%
19.57%
3 Years
14.68%
18.20%
5 Years
10.31%
15.63%
Since Inception
19.96%
14.42%
Fund Age
24 yrs 3 mo
10 yrs 4 mo
AUM
₹757.54 Cr
₹337.5 Cr
Alpha – 1 Year
10.18%
14.85%
Alpha – 3 Years
2.59%
6.11%
Information Ratio – 3 Years
0.54
0.93
Volatility – 1 Year
22.77%
14.72%
Volatility – 3 Years
22.88%
15.36%
Beta – 1 Year
1.00
0.78
Beta – 3 Years
1.22
0.92
Sharpe Ratio – 1 Year
0.49
0.93
Sharpe Ratio – 3 Years
0.49
0.83
Worst Rolling Year
-9.25%
-10.21%
Value at Worst Rolling Year
₹0.91 Cr
₹0.90 Cr
Deepest Drawdown
−36.23%
−21.92%
Recovery Period
395 days
231 days
1-Year Rolling Windows Positive
90.02%
88.56%
Median Rolling Year
15.11%
16.73%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 49% · M 27% · S 21%
Number of Stocks
62
23
Portfolio P/E
36.83
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
—
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—