Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
5.71%
6 Months
20.36%
14.23%
1 Year
18.14%
3.21%
3 Years
21.64%
5.69%
5 Years
16.27%
7.11%
Since Inception
19.97%
10.49%
Fund Age
17 yrs 8 mo
7 yrs 5 mo
AUM
₹5,014.26 Cr
₹42.11 Cr
Alpha – 1 Year
13.42%
−1.51%
Alpha – 3 Years
9.55%
−6.40%
Information Ratio – 3 Years
0.97
-0.66
Volatility – 1 Year
21.97%
23.23%
Volatility – 3 Years
19.06%
20.09%
Beta – 1 Year
1.13
1.19
Beta – 3 Years
1.07
1.14
Sharpe Ratio – 1 Year
0.62
0.01
Sharpe Ratio – 3 Years
0.85
0.09
Worst Rolling Year
-6.02%
3.79%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−24.55%
−36.06%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
M 7% · S 91%
Number of Stocks
97
25
Portfolio P/E
63.07
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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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—