Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Axis - Core & Satellite 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%
0.11%
6 Months
20.36%
10.76%
1 Year
18.14%
8.14%
3 Years
21.64%
7.76%
5 Years
16.27%
10.03%
Since Inception
19.97%
11.69%
Fund Age
17 yrs 8 mo
6 yrs 8 mo
AUM
₹5,014.26 Cr
₹87.23 Cr
Alpha – 1 Year
13.42%
8.57%
Alpha – 3 Years
9.55%
−0.81%
Information Ratio – 3 Years
0.97
0.02
Volatility – 1 Year
21.97%
23.09%
Volatility – 3 Years
19.06%
18.26%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
1.07
1.11
Sharpe Ratio – 1 Year
0.62
0.21
Sharpe Ratio – 3 Years
0.85
0.22
Worst Rolling Year
-6.02%
6.59%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−24.55%
−25.42%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 19% · M 1% · S 70%
Number of Stocks
97
41
Portfolio P/E
63.07
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%