Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
4.17%
6 Months
0.96%
19.62%
1 Year
14.90%
12.19%
3 Years
14.68%
23.51%
5 Years
10.31%
13.96%
Since Inception
19.96%
23.13%
Fund Age
24 yrs 3 mo
6 yrs 7 mo
AUM
₹757.54 Cr
₹2,332.81 Cr
Alpha – 1 Year
10.18%
9.21%
Alpha – 3 Years
2.59%
11.63%
Information Ratio – 3 Years
0.54
0.83
Volatility – 1 Year
22.77%
26.11%
Volatility – 3 Years
22.88%
21.82%
Beta – 1 Year
1.00
1.32
Beta – 3 Years
1.22
1.14
Sharpe Ratio – 1 Year
0.49
0.33
Sharpe Ratio – 3 Years
0.49
0.83
Worst Rolling Year
-9.25%
12.50%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−36.23%
−24.27%
Recovery Period
395 days
461 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 14% · M 33% · S 52%
Number of Stocks
62
33
Portfolio P/E
36.83
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%