Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs AlfAccurate Advisors - AAA IOP
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
AlfAccurate Advisors - AAA IOP
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%
2.31%
6 Months
20.36%
5.51%
1 Year
18.14%
6.39%
3 Years
21.64%
13.57%
5 Years
16.27%
12.29%
Since Inception
19.97%
17.45%
Fund Age
17 yrs 8 mo
16 yrs 9 mo
AUM
₹5,014.26 Cr
₹2,223.2 Cr
Alpha – 1 Year
13.42%
1.67%
Alpha – 3 Years
9.55%
1.48%
Information Ratio – 3 Years
0.97
0.57
Volatility – 1 Year
21.97%
18.05%
Volatility – 3 Years
19.06%
15.15%
Beta – 1 Year
1.13
1.02
Beta – 3 Years
1.07
0.96
Sharpe Ratio – 1 Year
0.62
0.14
Sharpe Ratio – 3 Years
0.85
0.62
Worst Rolling Year
-6.02%
-5.62%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−24.55%
−17.96%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
96.40%
Median Rolling Year
19.24%
18.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 49% · M 25% · S 21%
Number of Stocks
97
55
Portfolio P/E
63.07
35.38
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%
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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%