Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
3.80%
6 Months
0.96%
7.35%
1 Year
14.90%
9.59%
3 Years
14.68%
7.90%
5 Years
10.31%
12.07%
Since Inception
19.96%
14.25%
Fund Age
24 yrs 3 mo
13 yrs 1 mo
AUM
₹757.54 Cr
₹106.28 Cr
Alpha – 1 Year
10.18%
9.94%
Alpha – 3 Years
2.59%
−1.10%
Information Ratio – 3 Years
0.54
-0.12
Volatility – 1 Year
22.77%
15.58%
Volatility – 3 Years
22.88%
14.39%
Beta – 1 Year
1.00
0.83
Beta – 3 Years
1.22
0.84
Sharpe Ratio – 1 Year
0.49
0.33
Sharpe Ratio – 3 Years
0.49
0.24
Worst Rolling Year
-9.25%
-8.02%
Value at Worst Rolling Year
₹0.91 Cr
₹0.92 Cr
Deepest Drawdown
−36.23%
−19.54%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
93.28%
Median Rolling Year
15.11%
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 39% · M 40% · S 18%
Number of Stocks
62
25
Portfolio P/E
36.83
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
—
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%