Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Envision Capital - India Opportunities
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%
3.39%
6 Months
20.36%
19.31%
1 Year
18.14%
11.21%
3 Years
21.64%
13.34%
5 Years
16.27%
15.02%
Since Inception
19.97%
17.08%
Fund Age
17 yrs 8 mo
5 yrs 4 mo
AUM
₹5,014.26 Cr
₹135.65 Cr
Alpha – 1 Year
13.42%
6.49%
Alpha – 3 Years
9.55%
1.25%
Information Ratio – 3 Years
0.97
0.12
Volatility – 1 Year
21.97%
20.71%
Volatility – 3 Years
19.06%
17.79%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
0.62
0.35
Sharpe Ratio – 3 Years
0.85
0.50
Worst Rolling Year
-6.02%
12.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
−24.55%
−25.10%
Recovery Period
436 days
493 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 18% · M 24% · S 55%
Number of Stocks
97
—
Portfolio P/E
63.07
—
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%