Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Care PMS - Growth Plus Value Strategy
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%
1.27%
6 Months
20.36%
11.91%
1 Year
18.14%
10.06%
3 Years
21.64%
13.81%
5 Years
16.27%
13.88%
Since Inception
19.97%
20.20%
Fund Age
17 yrs 8 mo
15 yrs 1 mo
AUM
₹5,014.26 Cr
₹980.13 Cr
Alpha – 1 Year
13.42%
5.36%
Alpha – 3 Years
9.55%
1.71%
Information Ratio – 3 Years
0.97
0.21
Volatility – 1 Year
21.97%
18.76%
Volatility – 3 Years
19.06%
19.39%
Beta – 1 Year
1.13
0.98
Beta – 3 Years
1.07
1.05
Sharpe Ratio – 1 Year
0.62
0.32
Sharpe Ratio – 3 Years
0.85
0.49
Worst Rolling Year
-6.02%
-23.74%
Value at Worst Rolling Year
₹0.94 Cr
₹0.76 Cr
Deepest Drawdown
−24.55%
−24.32%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
84.14%
Median Rolling Year
19.24%
24.84%
5-Year Rolling Windows Positive
100.00%
95.08%
Market-Cap Mix
L 38% · M 28% · S 30%
L 9% · M 13% · S 73%
Number of Stocks
97
20
Portfolio P/E
63.07
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%