Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Counter Cyclical - Diversified Long Term Value
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%
4.89%
6 Months
20.36%
26.09%
1 Year
18.14%
14.74%
3 Years
21.64%
18.63%
5 Years
16.27%
29.18%
Since Inception
19.97%
45.31%
Fund Age
17 yrs 8 mo
7 yrs 1 mo
AUM
₹5,014.26 Cr
₹1,025.6 Cr
Alpha – 1 Year
13.42%
10.02%
Alpha – 3 Years
9.55%
6.54%
Information Ratio – 3 Years
0.97
0.41
Volatility – 1 Year
21.97%
29.04%
Volatility – 3 Years
19.06%
23.98%
Beta – 1 Year
1.13
1.50
Beta – 3 Years
1.07
1.19
Sharpe Ratio – 1 Year
0.62
0.42
Sharpe Ratio – 3 Years
0.85
0.61
Worst Rolling Year
-6.02%
17.65%
Value at Worst Rolling Year
₹0.94 Cr
₹1.18 Cr
Deepest Drawdown
−24.55%
−31.35%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
48.53%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
S 95%
Number of Stocks
97
182
Portfolio P/E
63.07
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%