Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Bonanza - Edge
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%
4.43%
6 Months
20.36%
22.24%
1 Year
18.14%
21.33%
3 Years
21.64%
15.83%
5 Years
16.27%
20.63%
Since Inception
19.97%
19.53%
Fund Age
17 yrs 8 mo
11 yrs
AUM
₹5,014.26 Cr
₹101.92 Cr
Alpha – 1 Year
13.42%
21.68%
Alpha – 3 Years
9.55%
6.83%
Information Ratio – 3 Years
0.97
0.61
Volatility – 1 Year
21.97%
21.87%
Volatility – 3 Years
19.06%
21.68%
Beta – 1 Year
1.13
1.10
Beta – 3 Years
1.07
1.12
Sharpe Ratio – 1 Year
0.62
0.75
Sharpe Ratio – 3 Years
0.85
0.65
Worst Rolling Year
-6.02%
-17.09%
Value at Worst Rolling Year
₹0.94 Cr
₹0.83 Cr
Deepest Drawdown
−24.55%
−27.12%
Recovery Period
436 days
148 days
1-Year Rolling Windows Positive
95.34%
79.34%
Median Rolling Year
19.24%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 15% · M 12% · S 59%
Number of Stocks
97
65
Portfolio P/E
63.07
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%