Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs NARNOLIA 5TX5T
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
NARNOLIA 5TX5T
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%
−1.30%
6 Months
0.96%
1.52%
1 Year
14.90%
4.27%
3 Years
14.68%
9.63%
5 Years
10.31%
8.81%
Since Inception
19.96%
14.68%
Fund Age
24 yrs 3 mo
11 yrs 3 mo
AUM
₹757.54 Cr
₹57.28 Cr
Alpha – 1 Year
10.18%
4.62%
Alpha – 3 Years
2.59%
0.63%
Information Ratio – 3 Years
0.54
0.14
Volatility – 1 Year
22.77%
14.81%
Volatility – 3 Years
22.88%
14.19%
Beta – 1 Year
1.00
0.90
Beta – 3 Years
1.22
0.94
Sharpe Ratio – 1 Year
0.49
0.01
Sharpe Ratio – 3 Years
0.49
0.36
Worst Rolling Year
-9.25%
-0.19%
Value at Worst Rolling Year
₹0.91 Cr
₹1.00 Cr
Deepest Drawdown
−36.23%
−21.20%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
99.93%
Median Rolling Year
15.11%
15.80%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 60% · M 13% · S 27%
Number of Stocks
62
27
Portfolio P/E
36.83
35.52
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%
State Bank of India · 7.21%
HDFC Bank Ltd · 7.16%
ICICI Bank Ltd · 6.85%
Mahindra & Mahindra Ltd · 6.66%
Adani Ports & Special Economic Zone Ltd · 5.80%
Top Sectors
—
Financial Services · 32.48%
Automobile and Auto Components · 13.43%
Healthcare · 6.81%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%