Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Asit C Mehta - Ace Multi-asset Portfolio
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%
1.26%
6 Months
20.36%
8.39%
1 Year
18.14%
14.45%
3 Years
21.64%
20.39%
5 Years
16.27%
20.20%
Since Inception
19.97%
16.82%
Fund Age
17 yrs 8 mo
7 yrs 10 mo
AUM
₹5,014.26 Cr
₹12.77 Cr
Alpha – 1 Year
13.42%
7.59%
Alpha – 3 Years
9.55%
9.35%
Information Ratio – 3 Years
0.97
0.38
Volatility – 1 Year
21.97%
12.27%
Volatility – 3 Years
19.06%
16.07%
Beta – 1 Year
1.13
1.23
Beta – 3 Years
1.07
1.51
Sharpe Ratio – 1 Year
0.62
0.74
Sharpe Ratio – 3 Years
0.85
0.80
Worst Rolling Year
-6.02%
6.14%
Value at Worst Rolling Year
₹0.94 Cr
₹1.06 Cr
Deepest Drawdown
−24.55%
−17.38%
Recovery Period
436 days
243 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
26.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 22% · M 19% · S 28%
Number of Stocks
97
23
Portfolio P/E
63.07
26.00
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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%