Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
0.96%
2.04%
1 Year
14.90%
13.04%
3 Years
14.68%
15.74%
5 Years
10.31%
14.15%
Since Inception
19.96%
15.13%
Fund Age
24 yrs 3 mo
14 yrs 1 mo
AUM
₹757.54 Cr
₹850.7 Cr
Alpha – 1 Year
10.18%
13.39%
Alpha – 3 Years
2.59%
6.74%
Information Ratio – 3 Years
0.54
1.02
Volatility – 1 Year
22.77%
18.01%
Volatility – 3 Years
22.88%
15.42%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
0.49
0.48
Sharpe Ratio – 3 Years
0.49
0.76
Worst Rolling Year
-9.25%
-19.06%
Value at Worst Rolling Year
₹0.91 Cr
₹0.81 Cr
Deepest Drawdown
−36.23%
−15.54%
Recovery Period
395 days
227 days
1-Year Rolling Windows Positive
90.02%
83.40%
Median Rolling Year
15.11%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 41% · M 14% · S 34%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%