Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Carnelian Capital - Contra Portfolio 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%
2.00%
6 Months
20.36%
4.51%
1 Year
18.14%
15.12%
3 Years
21.64%
22.90%
5 Years
16.27%
—
Since Inception
19.97%
24.96%
Fund Age
17 yrs 8 mo
4 yrs 7 mo
AUM
₹5,014.26 Cr
₹136 Cr
Alpha – 1 Year
13.42%
10.40%
Alpha – 3 Years
9.55%
10.82%
Information Ratio – 3 Years
0.97
1.17
Volatility – 1 Year
21.97%
19.24%
Volatility – 3 Years
19.06%
20.81%
Beta – 1 Year
1.13
1.07
Beta – 3 Years
1.07
1.25
Sharpe Ratio – 1 Year
0.62
0.55
Sharpe Ratio – 3 Years
0.85
0.85
Worst Rolling Year
-6.02%
21.90%
Value at Worst Rolling Year
₹0.94 Cr
₹1.22 Cr
Deepest Drawdown
−24.55%
−25.24%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 53% · M 22% · S 20%
Number of Stocks
97
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%