Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
1.49%
6 Months
20.36%
−0.27%
1 Year
18.14%
7.71%
3 Years
21.64%
8.88%
5 Years
16.27%
8.76%
Since Inception
19.97%
13.52%
Fund Age
17 yrs 8 mo
6 yrs 6 mo
AUM
₹5,014.26 Cr
₹23.87 Cr
Alpha – 1 Year
13.42%
0.17%
Alpha – 3 Years
9.55%
−2.38%
Information Ratio – 3 Years
0.97
-0.16
Volatility – 1 Year
21.97%
13.29%
Volatility – 3 Years
19.06%
12.09%
Beta – 1 Year
1.13
1.31
Beta – 3 Years
1.07
1.39
Sharpe Ratio – 1 Year
0.62
0.23
Sharpe Ratio – 3 Years
0.85
0.33
Worst Rolling Year
-6.02%
8.03%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−24.55%
−16.96%
Recovery Period
436 days
334 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
14.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
—
Number of Stocks
97
66
Portfolio P/E
63.07
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%