Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Geojit - Ethical 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%
1.73%
6 Months
20.36%
9.02%
1 Year
18.14%
1.62%
3 Years
21.64%
4.68%
5 Years
16.27%
—
Since Inception
19.97%
5.77%
Fund Age
17 yrs 8 mo
4 yrs 7 mo
AUM
₹5,014.26 Cr
₹13.09 Cr
Alpha – 1 Year
13.42%
−3.10%
Alpha – 3 Years
9.55%
−7.41%
Information Ratio – 3 Years
0.97
-1.02
Volatility – 1 Year
21.97%
18.69%
Volatility – 3 Years
19.06%
17.05%
Beta – 1 Year
1.13
0.99
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
0.62
-0.11
Sharpe Ratio – 3 Years
0.85
0.01
Worst Rolling Year
-6.02%
2.83%
Value at Worst Rolling Year
₹0.94 Cr
₹1.03 Cr
Deepest Drawdown
−24.55%
−28.39%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
7.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 33% · M 17% · S 45%
Number of Stocks
97
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—