Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
−0.27%
6 Months
20.36%
3.15%
1 Year
18.14%
1.21%
3 Years
21.64%
7.56%
5 Years
16.27%
7.07%
Since Inception
19.97%
8.52%
Fund Age
17 yrs 8 mo
9 yrs 8 mo
AUM
₹5,014.26 Cr
₹13.66 Cr
Alpha – 1 Year
13.42%
−5.64%
Alpha – 3 Years
9.55%
−3.47%
Information Ratio – 3 Years
0.97
-0.30
Volatility – 1 Year
21.97%
12.30%
Volatility – 3 Years
19.06%
8.49%
Beta – 1 Year
1.13
1.19
Beta – 3 Years
1.07
0.90
Sharpe Ratio – 1 Year
0.62
-0.24
Sharpe Ratio – 3 Years
0.85
0.19
Worst Rolling Year
-6.02%
1.86%
Value at Worst Rolling Year
₹0.94 Cr
₹1.02 Cr
Deepest Drawdown
−24.55%
−11.36%
Recovery Period
436 days
126 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
9.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 26% · M 7% · S 35%
Number of Stocks
97
30
Portfolio P/E
63.07
27.21
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 Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%