Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
3.44%
6 Months
0.96%
14.84%
1 Year
14.90%
−4.03%
3 Years
14.68%
5.65%
5 Years
10.31%
—
Since Inception
19.96%
11.22%
Fund Age
24 yrs 3 mo
3 yrs 7 mo
AUM
₹757.54 Cr
₹83.14 Cr
Alpha – 1 Year
10.18%
−3.68%
Alpha – 3 Years
2.59%
−3.35%
Information Ratio – 3 Years
0.54
-0.26
Volatility – 1 Year
22.77%
22.60%
Volatility – 3 Years
22.88%
18.97%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
1.22
1.04
Sharpe Ratio – 1 Year
0.49
-0.31
Sharpe Ratio – 3 Years
0.49
0.11
Worst Rolling Year
-9.25%
4.98%
Value at Worst Rolling Year
₹0.91 Cr
₹1.05 Cr
Deepest Drawdown
−36.23%
−33.20%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
7.75%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 41% · M 14% · S 34%
L 9% · M 28% · S 60%
Number of Stocks
62
27
Portfolio P/E
36.83
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%