Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs ASK - IEP
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
ASK - IEP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
4.25%
6 Months
20.36%
−4.32%
1 Year
18.14%
−3.76%
3 Years
21.64%
4.26%
5 Years
16.27%
5.30%
Since Inception
19.97%
15.06%
Fund Age
17 yrs 8 mo
16 yrs 6 mo
AUM
₹5,014.26 Cr
₹6,178.21 Cr
Alpha – 1 Year
13.42%
−6.74%
Alpha – 3 Years
9.55%
−7.62%
Information Ratio – 3 Years
0.97
-1.54
Volatility – 1 Year
21.97%
17.92%
Volatility – 3 Years
19.06%
14.61%
Beta – 1 Year
1.13
0.98
Beta – 3 Years
1.07
0.91
Sharpe Ratio – 1 Year
0.62
-0.43
Sharpe Ratio – 3 Years
0.85
-0.01
Worst Rolling Year
-6.02%
-1.02%
Value at Worst Rolling Year
₹0.94 Cr
₹0.99 Cr
Deepest Drawdown
−24.55%
−20.59%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
99.47%
Median Rolling Year
19.24%
14.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 52% · M 27% · S 20%
Number of Stocks
97
34
Portfolio P/E
63.07
33.48
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%
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 1%