Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
ATLAS - Midcap 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%
−0.22%
6 Months
20.36%
8.59%
1 Year
18.14%
1.40%
3 Years
21.64%
11.84%
5 Years
16.27%
6.21%
Since Inception
19.97%
7.85%
Fund Age
17 yrs 8 mo
5 yrs 3 mo
AUM
₹5,014.26 Cr
₹3.73 Cr
Alpha – 1 Year
13.42%
−3.32%
Alpha – 3 Years
9.55%
−0.25%
Information Ratio – 3 Years
0.97
0.11
Volatility – 1 Year
21.97%
23.13%
Volatility – 3 Years
19.06%
17.54%
Beta – 1 Year
1.13
1.25
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
0.62
-0.06
Sharpe Ratio – 3 Years
0.85
0.45
Worst Rolling Year
-6.02%
5.77%
Value at Worst Rolling Year
₹0.94 Cr
₹1.06 Cr
Deepest Drawdown
−24.55%
−23.48%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 3% · M 32% · S 59%
Number of Stocks
97
19
Portfolio P/E
63.07
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
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%