Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Equentis Concentrated Portfolio
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%
2.11%
6 Months
20.36%
6.51%
1 Year
18.14%
4.40%
3 Years
21.64%
—
5 Years
16.27%
—
Since Inception
19.97%
5.71%
Fund Age
17 yrs 8 mo
18 mo
AUM
₹5,014.26 Cr
₹24.25 Cr
Alpha – 1 Year
13.42%
4.75%
Alpha – 3 Years
9.55%
—
Information Ratio – 3 Years
0.97
—
Volatility – 1 Year
21.97%
15.94%
Volatility – 3 Years
19.06%
—
Beta – 1 Year
1.13
0.93
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.62
0.02
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
−14.84%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 56% · M 22% · S 19%
Number of Stocks
97
59
Portfolio P/E
63.07
41.96
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 · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%