Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
TCG Transformative Growth 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%
2.52%
6 Months
0.96%
12.02%
1 Year
14.90%
4.98%
3 Years
14.68%
—
5 Years
10.31%
—
Since Inception
19.96%
2.03%
Fund Age
24 yrs 3 mo
1 yr 10 mo
AUM
₹757.54 Cr
₹167.29 Cr
Alpha – 1 Year
10.18%
0.26%
Alpha – 3 Years
2.59%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
22.77%
26.96%
Volatility – 3 Years
22.88%
—
Beta – 1 Year
1.00
1.44
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
0.49
0.10
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-9.25%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−36.23%
−22.46%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
—
Median Rolling Year
15.11%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 41% · M 14% · S 34%
M 5% · S 94%
Number of Stocks
62
20
Portfolio P/E
36.83
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 1.5% / 0%