Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Edelweiss Focused Mid & Small Cap Portfolio Series II
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%
3.29%
6 Months
20.36%
24.50%
1 Year
18.14%
16.08%
3 Years
21.64%
8.83%
5 Years
16.27%
7.88%
Since Inception
19.97%
9.93%
Fund Age
17 yrs 8 mo
8 yrs 7 mo
AUM
₹5,014.26 Cr
₹6.19 Cr
Alpha – 1 Year
13.42%
16.43%
Alpha – 3 Years
9.55%
−0.16%
Information Ratio – 3 Years
0.97
0.06
Volatility – 1 Year
21.97%
23.83%
Volatility – 3 Years
19.06%
20.97%
Beta – 1 Year
1.13
1.19
Beta – 3 Years
1.07
1.17
Sharpe Ratio – 1 Year
0.62
0.51
Sharpe Ratio – 3 Years
0.85
0.26
Worst Rolling Year
-6.02%
-1.14%
Value at Worst Rolling Year
₹0.94 Cr
₹0.99 Cr
Deepest Drawdown
−24.55%
−28.92%
Recovery Period
436 days
458 days
1-Year Rolling Windows Positive
95.34%
98.16%
Median Rolling Year
19.24%
14.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 9% · M 13% · S 77%
Number of Stocks
97
33
Portfolio P/E
63.07
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%