Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Purnartha Vision Strategy
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%
5.60%
6 Months
0.96%
9.69%
1 Year
14.90%
14.36%
3 Years
14.68%
13.50%
5 Years
10.31%
8.53%
Since Inception
19.96%
11.34%
Fund Age
24 yrs 3 mo
5 yrs 5 mo
AUM
₹757.54 Cr
₹190.75 Cr
Alpha – 1 Year
10.18%
9.64%
Alpha – 3 Years
2.59%
1.41%
Information Ratio – 3 Years
0.54
0.20
Volatility – 1 Year
22.77%
24.59%
Volatility – 3 Years
22.88%
18.73%
Beta – 1 Year
1.00
1.16
Beta – 3 Years
1.22
1.03
Sharpe Ratio – 1 Year
0.49
0.44
Sharpe Ratio – 3 Years
0.49
0.52
Worst Rolling Year
-9.25%
8.91%
Value at Worst Rolling Year
₹0.91 Cr
₹1.09 Cr
Deepest Drawdown
−36.23%
−18.32%
Recovery Period
395 days
549 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 16% · M 12% · S 39%
Number of Stocks
62
—
Portfolio P/E
36.83
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%