Portfolio Management Services (PMS)Compare Schemes
Alchemy - Leaders of Tomorrow vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
Unifi APJ 20*
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
3.07%
6 Months
—
13.63%
1 Year
—
10.76%
3 Years
—
13.00%
5 Years
—
13.13%
Since Inception
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20.07%
Fund Age
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10 yrs 11 mo
AUM
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₹942.94 Cr
Alpha – 1 Year
—
6.04%
Alpha – 3 Years
—
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
—
18.61%
Volatility – 3 Years
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17.55%
Beta – 1 Year
—
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
—
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
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-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
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−17.59%
Recovery Period
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518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
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19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
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L 15% · M 3% · S 82%
Number of Stocks
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Portfolio P/E
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21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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