Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Capgrow - Special Situations
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Capgrow - Special Situations
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%
1.89%
6 Months
20.36%
10.00%
1 Year
18.14%
−1.96%
3 Years
21.64%
9.82%
5 Years
16.27%
10.88%
Since Inception
19.97%
15.88%
Fund Age
17 yrs 8 mo
7 yrs 9 mo
AUM
₹5,014.26 Cr
₹132.34 Cr
Alpha – 1 Year
13.42%
−4.94%
Alpha – 3 Years
9.55%
−2.07%
Information Ratio – 3 Years
0.97
-0.27
Volatility – 1 Year
21.97%
23.02%
Volatility – 3 Years
19.06%
21.53%
Beta – 1 Year
1.13
1.20
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
0.62
-0.20
Sharpe Ratio – 3 Years
0.85
0.32
Worst Rolling Year
-6.02%
9.15%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−24.55%
−28.98%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
21.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 10% · M 2% · S 86%
Number of Stocks
97
59
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%
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
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%