Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
3.79%
6 Months
0.96%
18.76%
1 Year
14.90%
31.67%
3 Years
14.68%
24.57%
5 Years
10.31%
—
Since Inception
19.96%
26.31%
Fund Age
24 yrs 3 mo
2 yrs 4 mo
AUM
₹757.54 Cr
₹160.31 Cr
Alpha – 1 Year
10.18%
26.95%
Alpha – 3 Years
2.59%
12.48%
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
22.77%
17.93%
Volatility – 3 Years
22.88%
20.59%
Beta – 1 Year
1.00
0.80
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
0.49
1.34
Sharpe Ratio – 3 Years
0.49
1.78
Worst Rolling Year
-9.25%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−36.23%
−12.22%
Recovery Period
395 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%