Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
20.36%
9.28%
1 Year
18.14%
4.13%
3 Years
21.64%
7.71%
5 Years
16.27%
8.27%
Since Inception
19.97%
11.49%
Fund Age
17 yrs 8 mo
8 yrs 5 mo
AUM
₹5,014.26 Cr
₹123.55 Cr
Alpha – 1 Year
13.42%
−0.59%
Alpha – 3 Years
9.55%
−4.38%
Information Ratio – 3 Years
0.97
-0.33
Volatility – 1 Year
21.97%
21.50%
Volatility – 3 Years
19.06%
16.95%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
0.62
-0.02
Sharpe Ratio – 3 Years
0.85
0.26
Worst Rolling Year
-6.02%
7.04%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−24.55%
−24.41%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 29% · M 38% · S 31%
Number of Stocks
97
20
Portfolio P/E
63.07
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%