Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
2.39%
6 Months
20.36%
10.60%
1 Year
18.14%
2.51%
3 Years
21.64%
7.68%
5 Years
16.27%
9.38%
Since Inception
19.97%
10.51%
Fund Age
17 yrs 8 mo
9 yrs 6 mo
AUM
₹5,014.26 Cr
₹804.15 Cr
Alpha – 1 Year
13.42%
2.94%
Alpha – 3 Years
9.55%
−0.89%
Information Ratio – 3 Years
0.97
-0.08
Volatility – 1 Year
21.97%
21.76%
Volatility – 3 Years
19.06%
17.30%
Beta – 1 Year
1.13
1.23
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
0.62
-0.04
Sharpe Ratio – 3 Years
0.85
0.20
Worst Rolling Year
-6.02%
-3.22%
Value at Worst Rolling Year
₹0.94 Cr
₹0.97 Cr
Deepest Drawdown
−24.55%
−26.72%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
96.55%
Median Rolling Year
19.24%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 26% · M 6% · S 61%
Number of Stocks
97
42
Portfolio P/E
63.07
35.23
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 · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%