Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Shepherds Hill - Value Magno
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%
0.15%
6 Months
0.96%
5.44%
1 Year
14.90%
6.80%
3 Years
14.68%
17.32%
5 Years
10.31%
18.10%
Since Inception
19.96%
16.54%
Fund Age
24 yrs 3 mo
11 yrs 1 mo
AUM
₹757.54 Cr
₹120.51 Cr
Alpha – 1 Year
10.18%
3.04%
Alpha – 3 Years
2.59%
6.42%
Information Ratio – 3 Years
0.54
0.53
Volatility – 1 Year
22.77%
13.99%
Volatility – 3 Years
22.88%
15.09%
Beta – 1 Year
1.00
0.76
Beta – 3 Years
1.22
0.68
Sharpe Ratio – 1 Year
0.49
0.16
Sharpe Ratio – 3 Years
0.49
0.86
Worst Rolling Year
-9.25%
-18.71%
Value at Worst Rolling Year
₹0.91 Cr
₹0.81 Cr
Deepest Drawdown
−36.23%
−12.53%
Recovery Period
395 days
92 days
1-Year Rolling Windows Positive
90.02%
77.50%
Median Rolling Year
15.11%
19.23%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
L 15% · M 5% · S 66%
Number of Stocks
62
16
Portfolio P/E
36.83
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%