Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Asit C Mehta - Ace Blue-chip
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%
−2.58%
6 Months
20.36%
1.87%
1 Year
18.14%
8.68%
3 Years
21.64%
16.60%
5 Years
16.27%
15.36%
Since Inception
19.97%
12.51%
Fund Age
17 yrs 8 mo
8 yrs 8 mo
AUM
₹5,014.26 Cr
₹4.55 Cr
Alpha – 1 Year
13.42%
3.96%
Alpha – 3 Years
9.55%
4.51%
Information Ratio – 3 Years
0.97
0.64
Volatility – 1 Year
21.97%
15.98%
Volatility – 3 Years
19.06%
15.76%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
1.07
0.94
Sharpe Ratio – 1 Year
0.62
0.27
Sharpe Ratio – 3 Years
0.85
0.72
Worst Rolling Year
-6.02%
1.47%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−24.55%
−17.84%
Recovery Period
436 days
136 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
19.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 68% · M 14% · S 12%
Number of Stocks
97
14
Portfolio P/E
63.07
31.16
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 · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%