Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
0.96%
−0.83%
1 Year
14.90%
14.95%
3 Years
14.68%
—
5 Years
10.31%
—
Since Inception
19.96%
15.45%
Fund Age
24 yrs 3 mo
4 yrs 1 mo
AUM
₹757.54 Cr
₹67.74 Cr
Alpha – 1 Year
10.18%
8.24%
Alpha – 3 Years
2.59%
—
Information Ratio – 3 Years
0.54
0.30
Volatility – 1 Year
22.77%
16.48%
Volatility – 3 Years
22.88%
12.47%
Beta – 1 Year
1.00
1.58
Beta – 3 Years
1.22
1.45
Sharpe Ratio – 1 Year
0.49
0.60
Sharpe Ratio – 3 Years
0.49
0.77
Worst Rolling Year
-9.25%
13.91%
Value at Worst Rolling Year
₹0.91 Cr
₹1.14 Cr
Deepest Drawdown
−36.23%
−14.92%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
16.42%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –