Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
10.24%
6 Months
0.96%
31.65%
1 Year
14.90%
26.47%
3 Years
14.68%
18.72%
5 Years
10.31%
16.28%
Since Inception
19.96%
14.51%
Fund Age
24 yrs 3 mo
10 yrs 10 mo
AUM
₹757.54 Cr
₹423.36 Cr
Alpha – 1 Year
10.18%
21.75%
Alpha – 3 Years
2.59%
6.63%
Information Ratio – 3 Years
0.54
0.36
Volatility – 1 Year
22.77%
28.25%
Volatility – 3 Years
22.88%
24.90%
Beta – 1 Year
1.00
1.32
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
0.49
0.78
Sharpe Ratio – 3 Years
0.49
0.60
Worst Rolling Year
-9.25%
-5.98%
Value at Worst Rolling Year
₹0.91 Cr
₹0.94 Cr
Deepest Drawdown
−36.23%
−31.67%
Recovery Period
395 days
492 days
1-Year Rolling Windows Positive
90.02%
86.69%
Median Rolling Year
15.11%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 12% · M 6% · S 82%
Number of Stocks
62
62
Portfolio P/E
36.83
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%