Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Equirus Flexi Cap Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Equirus Flexi Cap Fund
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%
4.91%
6 Months
20.36%
10.01%
1 Year
18.14%
—
3 Years
21.64%
—
5 Years
16.27%
—
Since Inception
19.97%
14.65%
Fund Age
17 yrs 8 mo
9 mo
AUM
₹5,014.26 Cr
₹122.25 Cr
Alpha – 1 Year
13.42%
—
Alpha – 3 Years
9.55%
—
Information Ratio – 3 Years
0.97
—
Volatility – 1 Year
21.97%
—
Volatility – 3 Years
19.06%
—
Beta – 1 Year
1.13
—
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.62
—
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
—
Recovery Period
436 days
—
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 27% · M 14% · S 55%
Number of Stocks
97
33
Portfolio P/E
63.07
31.90
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%
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –