Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Phillip Capital - Emerging India 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%
3.88%
6 Months
0.96%
18.21%
1 Year
14.90%
11.44%
3 Years
14.68%
9.27%
5 Years
10.31%
10.90%
Since Inception
19.96%
13.08%
Fund Age
24 yrs 3 mo
9 yrs
AUM
₹757.54 Cr
₹29.3 Cr
Alpha – 1 Year
10.18%
6.74%
Alpha – 3 Years
2.59%
−1.95%
Information Ratio – 3 Years
0.54
-0.21
Volatility – 1 Year
22.77%
23.26%
Volatility – 3 Years
22.88%
18.09%
Beta – 1 Year
1.00
1.21
Beta – 3 Years
1.22
0.98
Sharpe Ratio – 1 Year
0.49
0.35
Sharpe Ratio – 3 Years
0.49
0.32
Worst Rolling Year
-9.25%
0.11%
Value at Worst Rolling Year
₹0.91 Cr
₹1.00 Cr
Deepest Drawdown
−36.23%
−21.53%
Recovery Period
395 days
436 days
1-Year Rolling Windows Positive
90.02%
99.73%
Median Rolling Year
15.11%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 6% · M 32% · S 55%
Number of Stocks
62
23
Portfolio P/E
36.83
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%