Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Alchemy High Growth
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
0.96%
−1.13%
1 Year
14.90%
6.59%
3 Years
14.68%
20.44%
5 Years
10.31%
16.17%
Since Inception
19.96%
13.07%
Fund Age
24 yrs 3 mo
15 yrs 3 mo
AUM
₹757.54 Cr
—
Alpha – 1 Year
10.18%
6.87%
Alpha – 3 Years
2.59%
9.23%
Information Ratio – 3 Years
0.54
1.61
Volatility – 1 Year
22.77%
20.58%
Volatility – 3 Years
22.88%
16.59%
Beta – 1 Year
1.00
1.21
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
0.49
0.15
Sharpe Ratio – 3 Years
0.49
0.90
Worst Rolling Year
-9.25%
13.98%
Value at Worst Rolling Year
₹0.91 Cr
₹1.14 Cr
Deepest Drawdown
−36.23%
−16.19%
Recovery Period
395 days
122 days
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 73% · M 20% · S 7%
Number of Stocks
62
23
Portfolio P/E
36.83
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%