Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
AlfAccurate Advisors - AAA Budding Beasts
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
4.40%
6 Months
20.36%
22.62%
1 Year
18.14%
24.22%
3 Years
21.64%
21.85%
5 Years
16.27%
23.03%
Since Inception
19.97%
26.36%
Fund Age
17 yrs 8 mo
5 yrs 7 mo
AUM
₹5,014.26 Cr
₹1,251.52 Cr
Alpha – 1 Year
13.42%
19.50%
Alpha – 3 Years
9.55%
9.76%
Information Ratio – 3 Years
0.97
1.14
Volatility – 1 Year
21.97%
21.48%
Volatility – 3 Years
19.06%
19.09%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
0.62
0.87
Sharpe Ratio – 3 Years
0.85
0.92
Worst Rolling Year
-6.02%
19.03%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−24.55%
−23.65%
Recovery Period
436 days
428 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
25.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 14% · M 27% · S 55%
Number of Stocks
97
60
Portfolio P/E
63.07
39.40
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%