Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Valentis Advisors - Rising Star
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%
1.72%
6 Months
0.96%
21.92%
1 Year
14.90%
13.71%
3 Years
14.68%
12.32%
5 Years
10.31%
14.28%
Since Inception
19.96%
17.32%
Fund Age
24 yrs 3 mo
10 yrs
AUM
₹757.54 Cr
₹1,140.87 Cr
Alpha – 1 Year
10.18%
10.73%
Alpha – 3 Years
2.59%
0.43%
Information Ratio – 3 Years
0.54
0.05
Volatility – 1 Year
22.77%
27.06%
Volatility – 3 Years
22.88%
23.47%
Beta – 1 Year
1.00
1.37
Beta – 3 Years
1.22
1.21
Sharpe Ratio – 1 Year
0.49
0.39
Sharpe Ratio – 3 Years
0.49
0.38
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%
3% / 2% / 1%