Portfolio Management Services (PMS)Compare Schemes
Alchemy - Leaders of Tomorrow vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
—
1.81%
6 Months
—
1.04%
1 Year
—
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
—
8.72%
Fund Age
—
3 yrs 3 mo
AUM
—
₹10.49 Cr
Alpha – 1 Year
—
−5.71%
Alpha – 3 Years
—
−5.66%
Information Ratio – 3 Years
—
-0.42
Volatility – 1 Year
—
12.03%
Volatility – 3 Years
—
9.92%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
-0.37
Sharpe Ratio – 3 Years
—
0.02
Worst Rolling Year
—
4.93%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−12.18%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.41%
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
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%