Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
20.36%
18.59%
1 Year
18.14%
13.77%
3 Years
21.64%
9.52%
5 Years
16.27%
8.40%
Since Inception
19.97%
10.24%
Fund Age
17 yrs 8 mo
11 yrs
AUM
₹5,014.26 Cr
₹20.83 Cr
Alpha – 1 Year
13.42%
14.12%
Alpha – 3 Years
9.55%
0.53%
Information Ratio – 3 Years
0.97
0.07
Volatility – 1 Year
21.97%
22.14%
Volatility – 3 Years
19.06%
20.01%
Beta – 1 Year
1.13
1.14
Beta – 3 Years
1.07
1.14
Sharpe Ratio – 1 Year
0.62
0.45
Sharpe Ratio – 3 Years
0.85
0.29
Worst Rolling Year
-6.02%
-15.27%
Value at Worst Rolling Year
₹0.94 Cr
₹0.85 Cr
Deepest Drawdown
−24.55%
−27.52%
Recovery Period
436 days
441 days
1-Year Rolling Windows Positive
95.34%
76.89%
Median Rolling Year
19.24%
10.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 7% · M 9% · S 77%
Number of Stocks
97
25
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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%