Portfolio Management Services (PMS)Compare Schemes
Alchemy - Leaders of Tomorrow vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
Ambit Investment Advisors - Good & Clean
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
4.14%
6 Months
—
12.03%
1 Year
—
22.15%
3 Years
—
14.49%
5 Years
—
12.37%
Since Inception
—
12.90%
Fund Age
—
11 yrs 5 mo
AUM
—
₹441.87 Cr
Alpha – 1 Year
—
17.43%
Alpha – 3 Years
—
2.40%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
—
19.08%
Volatility – 3 Years
—
17.65%
Beta – 1 Year
—
1.04
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.87
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
-0.27%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−20.94%
Recovery Period
—
153 days
1-Year Rolling Windows Positive
—
99.03%
Median Rolling Year
—
14.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 34% · S 25%
Number of Stocks
—
29
Portfolio P/E
—
31.76
Top 5 Holdings
Avalon Technologies Ltd · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%