Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Samvitti-PMS Active Alpha Multicap
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%
10.15%
6 Months
0.96%
31.39%
1 Year
14.90%
26.01%
3 Years
14.68%
19.28%
5 Years
10.31%
23.67%
Since Inception
19.96%
28.23%
Fund Age
24 yrs 3 mo
5 yrs 4 mo
AUM
₹757.54 Cr
₹483.07 Cr
Alpha – 1 Year
10.18%
21.29%
Alpha – 3 Years
2.59%
7.19%
Information Ratio – 3 Years
0.54
0.38
Volatility – 1 Year
22.77%
27.77%
Volatility – 3 Years
22.88%
26.19%
Beta – 1 Year
1.00
1.29
Beta – 3 Years
1.22
1.20
Sharpe Ratio – 1 Year
0.49
0.78
Sharpe Ratio – 3 Years
0.49
0.61
Worst Rolling Year
-9.25%
19.29%
Value at Worst Rolling Year
₹0.91 Cr
₹1.19 Cr
Deepest Drawdown
−36.23%
−32.66%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 12% · M 6% · S 81%
Number of Stocks
62
63
Portfolio P/E
36.83
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%