Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Care PMS - Large & Midcap 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%
−1.86%
6 Months
20.36%
0.50%
1 Year
18.14%
6.34%
3 Years
21.64%
19.74%
5 Years
16.27%
16.62%
Since Inception
19.97%
20.10%
Fund Age
17 yrs 8 mo
6 yrs 1 mo
AUM
₹5,014.26 Cr
₹56.91 Cr
Alpha – 1 Year
13.42%
1.64%
Alpha – 3 Years
9.55%
7.64%
Information Ratio – 3 Years
0.97
0.90
Volatility – 1 Year
21.97%
16.52%
Volatility – 3 Years
19.06%
17.18%
Beta – 1 Year
1.13
0.89
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
0.62
0.14
Sharpe Ratio – 3 Years
0.85
0.84
Worst Rolling Year
-6.02%
18.93%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−24.55%
−18.72%
Recovery Period
436 days
245 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 59% · M 40%
Number of Stocks
97
20
Portfolio P/E
63.07
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%