Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
−1.54%
6 Months
20.36%
−5.38%
1 Year
18.14%
−6.70%
3 Years
21.64%
7.98%
5 Years
16.27%
—
Since Inception
19.97%
7.98%
Fund Age
17 yrs 8 mo
2 yrs 11 mo
AUM
₹5,014.26 Cr
₹7.31 Cr
Alpha – 1 Year
13.42%
−6.35%
Alpha – 3 Years
9.55%
−1.02%
Information Ratio – 3 Years
0.97
-0.08
Volatility – 1 Year
21.97%
17.44%
Volatility – 3 Years
19.06%
15.65%
Beta – 1 Year
1.13
1.08
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.62
-0.61
Sharpe Ratio – 3 Years
0.85
0.22
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
−21.15%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 61% · M 26% · S 9%
Number of Stocks
97
66
Portfolio P/E
63.07
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 0% / 0%