Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.23%
6.38%
6 Months
0.96%
30.29%
1 Year
14.90%
21.45%
3 Years
14.68%
18.94%
5 Years
10.31%
—
Since Inception
19.96%
23.25%
Fund Age
24 yrs 3 mo
3 yrs 1 mo
AUM
₹757.54 Cr
₹185.04 Cr
Alpha – 1 Year
10.18%
16.73%
Alpha – 3 Years
2.59%
6.85%
Information Ratio – 3 Years
0.54
0.59
Volatility – 1 Year
22.77%
29.11%
Volatility – 3 Years
22.88%
25.42%
Beta – 1 Year
1.00
1.26
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
0.49
0.62
Sharpe Ratio – 3 Years
0.49
0.60
Worst Rolling Year
-9.25%
18.95%
Value at Worst Rolling Year
₹0.91 Cr
₹1.19 Cr
Deepest Drawdown
−36.23%
−27.74%
Recovery Period
395 days
472 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
—
Number of Stocks
62
40
Portfolio P/E
36.83
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
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Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%