Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Merisis Multicap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Merisis Multicap Portfolio
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%
3.02%
6 Months
0.96%
14.30%
1 Year
14.90%
18.52%
3 Years
14.68%
11.27%
5 Years
10.31%
8.98%
Since Inception
19.96%
16.57%
Fund Age
24 yrs 3 mo
6 yrs 6 mo
AUM
₹757.54 Cr
₹4.79 Cr
Alpha – 1 Year
10.18%
18.87%
Alpha – 3 Years
2.59%
2.27%
Information Ratio – 3 Years
0.54
0.39
Volatility – 1 Year
22.77%
19.72%
Volatility – 3 Years
22.88%
16.55%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
0.49
0.68
Sharpe Ratio – 3 Years
0.49
0.41
Worst Rolling Year
-9.25%
3.70%
Value at Worst Rolling Year
₹0.91 Cr
₹1.04 Cr
Deepest Drawdown
−36.23%
−22.25%
Recovery Period
395 days
511 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
10.81%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 4% · S 64%
Number of Stocks
62
9
Portfolio P/E
36.83
13.20
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%
Cash & Cash Equivalent · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
Top Sectors
—
Financial Services · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%