Portfolio Management Services (PMS)Compare Schemes
Alchemy - Leaders of Tomorrow vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
4.54%
6 Months
—
22.22%
1 Year
—
18.30%
3 Years
—
15.67%
5 Years
—
—
Since Inception
—
20.11%
Fund Age
—
3 yrs 4 mo
AUM
—
₹135.39 Cr
Alpha – 1 Year
—
11.45%
Alpha – 3 Years
—
4.63%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
34.13%
Volatility – 3 Years
—
22.86%
Beta – 1 Year
—
2.68
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.49
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.96%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−27.31%
Recovery Period
—
77 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.16%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
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%
—
Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%