Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Asit C Mehta - Ace Ten Trillion Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
1.87%
6 Months
20.36%
30.77%
1 Year
18.14%
28.96%
3 Years
21.64%
24.68%
5 Years
16.27%
24.06%
Since Inception
19.97%
19.53%
Fund Age
17 yrs 8 mo
8 yrs 8 mo
AUM
₹5,014.26 Cr
₹11.41 Cr
Alpha – 1 Year
13.42%
24.24%
Alpha – 3 Years
9.55%
12.59%
Information Ratio – 3 Years
0.97
0.80
Volatility – 1 Year
21.97%
25.13%
Volatility – 3 Years
19.06%
25.00%
Beta – 1 Year
1.13
1.30
Beta – 3 Years
1.07
1.32
Sharpe Ratio – 1 Year
0.62
0.92
Sharpe Ratio – 3 Years
0.85
0.80
Worst Rolling Year
-6.02%
4.85%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−24.55%
−27.69%
Recovery Period
436 days
472 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
28.03%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
M 10% · S 86%
Number of Stocks
97
19
Portfolio P/E
63.07
28.00
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%
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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%