Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Anand Rathi Advisors - Decennium Opportunity
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%
1.56%
6 Months
20.36%
11.47%
1 Year
18.14%
5.40%
3 Years
21.64%
7.77%
5 Years
16.27%
—
Since Inception
19.97%
9.99%
Fund Age
17 yrs 8 mo
4 yrs 9 mo
AUM
₹5,014.26 Cr
₹144.91 Cr
Alpha – 1 Year
13.42%
0.68%
Alpha – 3 Years
9.55%
−4.32%
Information Ratio – 3 Years
0.97
0.13
Volatility – 1 Year
21.97%
24.35%
Volatility – 3 Years
19.06%
20.17%
Beta – 1 Year
1.13
1.26
Beta – 3 Years
1.07
1.11
Sharpe Ratio – 1 Year
0.62
0.11
Sharpe Ratio – 3 Years
0.85
0.39
Worst Rolling Year
-6.02%
7.72%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−24.55%
−31.10%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 33% · M 4% · S 58%
Number of Stocks
97
15
Portfolio P/E
63.07
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%