Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Anand Rathi Advisors - Impress PMS
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%
4.97%
6 Months
20.36%
23.68%
1 Year
18.14%
18.36%
3 Years
21.64%
19.56%
5 Years
16.27%
16.83%
Since Inception
19.97%
14.91%
Fund Age
17 yrs 8 mo
9 yrs 3 mo
AUM
₹5,014.26 Cr
₹884.23 Cr
Alpha – 1 Year
13.42%
13.64%
Alpha – 3 Years
9.55%
7.47%
Information Ratio – 3 Years
0.97
0.73
Volatility – 1 Year
21.97%
27.03%
Volatility – 3 Years
19.06%
23.64%
Beta – 1 Year
1.13
1.39
Beta – 3 Years
1.07
1.25
Sharpe Ratio – 1 Year
0.62
0.55
Sharpe Ratio – 3 Years
0.85
0.71
Worst Rolling Year
-6.02%
-7.52%
Value at Worst Rolling Year
₹0.94 Cr
₹0.92 Cr
Deepest Drawdown
−24.55%
−24.68%
Recovery Period
436 days
97 days
1-Year Rolling Windows Positive
95.34%
91.90%
Median Rolling Year
19.24%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 14% · M 23% · S 57%
Number of Stocks
97
18
Portfolio P/E
63.07
42.38
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%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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%