Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
4.57%
6 Months
20.36%
15.76%
1 Year
18.14%
22.36%
3 Years
21.64%
23.83%
5 Years
16.27%
17.53%
Since Inception
19.97%
20.07%
Fund Age
17 yrs 8 mo
7 yrs 3 mo
AUM
₹5,014.26 Cr
₹2,271.9 Cr
Alpha – 1 Year
13.42%
17.64%
Alpha – 3 Years
9.55%
11.75%
Information Ratio – 3 Years
0.97
1.40
Volatility – 1 Year
21.97%
21.11%
Volatility – 3 Years
19.06%
18.96%
Beta – 1 Year
1.13
1.17
Beta – 3 Years
1.07
1.12
Sharpe Ratio – 1 Year
0.62
0.81
Sharpe Ratio – 3 Years
0.85
0.96
Worst Rolling Year
-6.02%
10.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−24.55%
−19.83%
Recovery Period
436 days
123 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
21.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 30% · M 46% · S 22%
Number of Stocks
97
30
Portfolio P/E
63.07
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
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%