Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Ambit - caliber
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%
1.17%
6 Months
20.36%
3.92%
1 Year
18.14%
9.29%
3 Years
21.64%
14.80%
5 Years
16.27%
9.78%
Since Inception
19.97%
14.35%
Fund Age
17 yrs 8 mo
5 yrs 5 mo
AUM
₹5,014.26 Cr
₹95.56 Cr
Alpha – 1 Year
13.42%
9.72%
Alpha – 3 Years
9.55%
6.23%
Information Ratio – 3 Years
0.97
0.76
Volatility – 1 Year
21.97%
16.82%
Volatility – 3 Years
19.06%
15.81%
Beta – 1 Year
1.13
1.02
Beta – 3 Years
1.07
0.98
Sharpe Ratio – 1 Year
0.62
0.29
Sharpe Ratio – 3 Years
0.85
0.61
Worst Rolling Year
-6.02%
5.26%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−24.55%
−20.60%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 55% · M 33% · S 10%
Number of Stocks
97
59
Portfolio P/E
63.07
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%