Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
0.96%
5.19%
1 Year
14.90%
−0.45%
3 Years
14.68%
11.72%
5 Years
10.31%
—
Since Inception
19.96%
12.62%
Fund Age
24 yrs 3 mo
3 yrs 8 mo
AUM
₹757.54 Cr
₹42.96 Cr
Alpha – 1 Year
10.18%
−3.43%
Alpha – 3 Years
2.59%
−0.17%
Information Ratio – 3 Years
0.54
-0.16
Volatility – 1 Year
22.77%
16.93%
Volatility – 3 Years
22.88%
15.20%
Beta – 1 Year
1.00
0.92
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
0.49
-0.27
Sharpe Ratio – 3 Years
0.49
0.45
Worst Rolling Year
-9.25%
11.64%
Value at Worst Rolling Year
₹0.91 Cr
₹1.12 Cr
Deepest Drawdown
−36.23%
−20.38%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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%
0% / 0% / 0%