Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Motilal Oswal - Ethical
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%
1.53%
6 Months
0.96%
18.13%
1 Year
14.90%
13.15%
3 Years
14.68%
14.12%
5 Years
10.31%
11.96%
Since Inception
19.96%
13.25%
Fund Age
24 yrs 3 mo
5 yrs 1 mo
AUM
₹757.54 Cr
₹77.09 Cr
Alpha – 1 Year
10.18%
10.17%
Alpha – 3 Years
2.59%
2.24%
Information Ratio – 3 Years
0.54
0.36
Volatility – 1 Year
22.77%
23.76%
Volatility – 3 Years
22.88%
19.81%
Beta – 1 Year
1.00
1.23
Beta – 3 Years
1.22
1.14
Sharpe Ratio – 1 Year
0.49
0.40
Sharpe Ratio – 3 Years
0.49
0.50
Worst Rolling Year
-9.25%
8.04%
Value at Worst Rolling Year
₹0.91 Cr
₹1.08 Cr
Deepest Drawdown
−36.23%
−27.15%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 28% · M 28% · S 44%
Number of Stocks
62
20
Portfolio P/E
36.83
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%