Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
ATLAS - Debt Equity Hybrid Pms Fund
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%
−1.41%
6 Months
20.36%
−1.89%
1 Year
18.14%
−1.71%
3 Years
21.64%
14.33%
5 Years
16.27%
13.36%
Since Inception
19.97%
22.84%
Fund Age
17 yrs 8 mo
5 yrs 5 mo
AUM
₹5,014.26 Cr
₹46.26 Cr
Alpha – 1 Year
13.42%
−6.43%
Alpha – 3 Years
9.55%
2.24%
Information Ratio – 3 Years
0.97
0.22
Volatility – 1 Year
21.97%
19.18%
Volatility – 3 Years
19.06%
17.80%
Beta – 1 Year
1.13
1.02
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
0.62
-0.27
Sharpe Ratio – 3 Years
0.85
0.55
Worst Rolling Year
-6.02%
13.68%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−24.55%
−20.80%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
21.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 69% · M 8% · S 22%
Number of Stocks
97
65
Portfolio P/E
63.07
28.49
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%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%