Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Capgrow - Growth
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%
3.35%
6 Months
20.36%
3.75%
1 Year
18.14%
−5.76%
3 Years
21.64%
3.98%
5 Years
16.27%
6.05%
Since Inception
19.97%
9.94%
Fund Age
17 yrs 8 mo
7 yrs 9 mo
AUM
₹5,014.26 Cr
₹45.09 Cr
Alpha – 1 Year
13.42%
−8.74%
Alpha – 3 Years
9.55%
−7.91%
Information Ratio – 3 Years
0.97
-1.11
Volatility – 1 Year
21.97%
21.69%
Volatility – 3 Years
19.06%
18.00%
Beta – 1 Year
1.13
1.21
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
0.62
-0.42
Sharpe Ratio – 3 Years
0.85
0.01
Worst Rolling Year
-6.02%
3.08%
Value at Worst Rolling Year
₹0.94 Cr
₹1.03 Cr
Deepest Drawdown
−24.55%
−29.01%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
12.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 35% · M 13% · S 51%
Number of Stocks
97
43
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%