Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
−0.03%
6 Months
0.96%
1.95%
1 Year
14.90%
9.19%
3 Years
14.68%
16.93%
5 Years
10.31%
11.74%
Since Inception
19.96%
12.55%
Fund Age
24 yrs 3 mo
7 yrs 3 mo
AUM
₹757.54 Cr
₹17.39 Cr
Alpha – 1 Year
10.18%
9.54%
Alpha – 3 Years
2.59%
7.93%
Information Ratio – 3 Years
0.54
0.83
Volatility – 1 Year
22.77%
16.46%
Volatility – 3 Years
22.88%
13.48%
Beta – 1 Year
1.00
0.82
Beta – 3 Years
1.22
0.74
Sharpe Ratio – 1 Year
0.49
0.29
Sharpe Ratio – 3 Years
0.49
0.84
Worst Rolling Year
-9.25%
3.01%
Value at Worst Rolling Year
₹0.91 Cr
₹1.03 Cr
Deepest Drawdown
−36.23%
−16.15%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 27% · M 18% · S 26%
Number of Stocks
62
53
Portfolio P/E
36.83
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%