Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Pelican PE fund
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%
−1.39%
6 Months
0.96%
−2.47%
1 Year
14.90%
1.15%
3 Years
14.68%
8.53%
5 Years
10.31%
8.38%
Since Inception
19.96%
10.13%
Fund Age
24 yrs 3 mo
8 yrs 2 mo
AUM
₹757.54 Cr
₹52.94 Cr
Alpha – 1 Year
10.18%
1.50%
Alpha – 3 Years
2.59%
−0.47%
Information Ratio – 3 Years
0.54
-0.50
Volatility – 1 Year
22.77%
18.43%
Volatility – 3 Years
22.88%
14.27%
Beta – 1 Year
1.00
1.13
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
0.49
-0.13
Sharpe Ratio – 3 Years
0.49
0.15
Worst Rolling Year
-9.25%
7.57%
Value at Worst Rolling Year
₹0.91 Cr
₹1.08 Cr
Deepest Drawdown
−36.23%
−16.90%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 64% · M 27% · S 1%
Number of Stocks
62
10
Portfolio P/E
36.83
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
—
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%