Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
BADJATE GROWTH 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%
2.52%
6 Months
20.36%
7.52%
1 Year
18.14%
10.06%
3 Years
21.64%
—
5 Years
16.27%
—
Since Inception
19.97%
8.30%
Fund Age
17 yrs 8 mo
14 mo
AUM
₹5,014.26 Cr
₹27.97 Cr
Alpha – 1 Year
13.42%
7.08%
Alpha – 3 Years
9.55%
—
Information Ratio – 3 Years
0.97
—
Volatility – 1 Year
21.97%
20.30%
Volatility – 3 Years
19.06%
—
Beta – 1 Year
1.13
1.01
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.62
0.30
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
−12.48%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 46% · M 14% · S 32%
Number of Stocks
97
62
Portfolio P/E
63.07
—
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%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—