Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
SBI MF - ESG 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%
2.26%
6 Months
0.96%
18.40%
1 Year
14.90%
9.21%
3 Years
14.68%
13.13%
5 Years
10.31%
13.39%
Since Inception
19.96%
14.83%
Fund Age
24 yrs 3 mo
10 yrs
AUM
₹757.54 Cr
₹666.2 Cr
Alpha – 1 Year
10.18%
9.64%
Alpha – 3 Years
2.59%
4.56%
Information Ratio – 3 Years
0.54
0.38
Volatility – 1 Year
22.77%
18.95%
Volatility – 3 Years
22.88%
16.01%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
1.22
0.90
Sharpe Ratio – 1 Year
0.49
0.27
Sharpe Ratio – 3 Years
0.49
0.52
Worst Rolling Year
-9.25%
-3.31%
Value at Worst Rolling Year
₹0.91 Cr
₹0.97 Cr
Deepest Drawdown
−36.23%
−20.80%
Recovery Period
395 days
109 days
1-Year Rolling Windows Positive
90.02%
96.71%
Median Rolling Year
15.11%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 13% · M 17% · S 66%
Number of Stocks
62
—
Portfolio P/E
36.83
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%