Portfolio Management Services (PMS)Compare Schemes
Alchemy - Leaders of Tomorrow vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
2.85%
6 Months
—
22.81%
1 Year
—
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
—
24.49%
Fund Age
—
3 yrs 3 mo
AUM
—
₹446.96 Cr
Alpha – 1 Year
—
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
—
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
—
30
Portfolio P/E
—
—
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%
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Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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