Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
0.78%
6 Months
0.96%
11.75%
1 Year
14.90%
−2.37%
3 Years
14.68%
17.81%
5 Years
10.31%
14.66%
Since Inception
19.96%
18.91%
Fund Age
24 yrs 3 mo
23 yrs 5 mo
AUM
₹757.54 Cr
₹3,220.2 Cr
Alpha – 1 Year
10.18%
−5.35%
Alpha – 3 Years
2.59%
5.93%
Information Ratio – 3 Years
0.54
0.54
Volatility – 1 Year
22.77%
21.49%
Volatility – 3 Years
22.88%
20.84%
Beta – 1 Year
1.00
1.07
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
0.49
-0.27
Sharpe Ratio – 3 Years
0.49
0.64
Worst Rolling Year
-9.25%
-7.44%
Value at Worst Rolling Year
₹0.91 Cr
₹0.93 Cr
Deepest Drawdown
−36.23%
−27.33%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
94.32%
Median Rolling Year
15.11%
14.52%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
L 28% · M 48% · S 19%
Number of Stocks
62
27
Portfolio P/E
36.83
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
—
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%