Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
ORO - All Weather Portfolio
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%
−0.19%
6 Months
0.96%
−0.42%
1 Year
14.90%
−4.58%
3 Years
14.68%
16.32%
5 Years
10.31%
13.17%
Since Inception
19.96%
13.94%
Fund Age
24 yrs 3 mo
6 yrs 6 mo
AUM
₹757.54 Cr
₹13.16 Cr
Alpha – 1 Year
10.18%
−7.56%
Alpha – 3 Years
2.59%
4.42%
Information Ratio – 3 Years
0.54
0.49
Volatility – 1 Year
22.77%
16.90%
Volatility – 3 Years
22.88%
17.54%
Beta – 1 Year
1.00
0.86
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
0.49
-0.52
Sharpe Ratio – 3 Years
0.49
0.69
Worst Rolling Year
-9.25%
3.91%
Value at Worst Rolling Year
₹0.91 Cr
₹1.04 Cr
Deepest Drawdown
−36.23%
−19.46%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 66% · M 23%
Number of Stocks
62
20
Portfolio P/E
36.83
20.74
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 · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%