Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
20.36%
2.75%
1 Year
18.14%
19.54%
3 Years
21.64%
16.88%
5 Years
16.27%
17.69%
Since Inception
19.97%
15.84%
Fund Age
17 yrs 8 mo
8 yrs
AUM
₹5,014.26 Cr
₹335.72 Cr
Alpha – 1 Year
13.42%
19.89%
Alpha – 3 Years
9.55%
7.88%
Information Ratio – 3 Years
0.97
0.91
Volatility – 1 Year
21.97%
22.09%
Volatility – 3 Years
19.06%
17.60%
Beta – 1 Year
1.13
1.28
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
0.62
0.68
Sharpe Ratio – 3 Years
0.85
0.74
Worst Rolling Year
-6.02%
9.01%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−24.55%
−17.25%
Recovery Period
436 days
97 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 57% · M 6% · S 37%
Number of Stocks
97
192
Portfolio P/E
63.07
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%