Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
0.96%
17.95%
1 Year
14.90%
21.71%
3 Years
14.68%
19.34%
5 Years
10.31%
—
Since Inception
19.96%
19.34%
Fund Age
24 yrs 3 mo
3 yrs 6 mo
AUM
₹757.54 Cr
₹18.73 Cr
Alpha – 1 Year
10.18%
16.99%
Alpha – 3 Years
2.59%
7.25%
Information Ratio – 3 Years
0.54
0.85
Volatility – 1 Year
22.77%
22.22%
Volatility – 3 Years
22.88%
20.72%
Beta – 1 Year
1.00
0.87
Beta – 3 Years
1.22
0.89
Sharpe Ratio – 1 Year
0.49
0.75
Sharpe Ratio – 3 Years
0.49
0.85
Worst Rolling Year
-9.25%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−36.23%
—
Recovery Period
395 days
—
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%
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%