Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
ICICI Prudential - Contra 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%
0.77%
6 Months
20.36%
0.72%
1 Year
18.14%
7.26%
3 Years
21.64%
15.71%
5 Years
16.27%
16.27%
Since Inception
19.97%
18.01%
Fund Age
17 yrs 8 mo
7 yrs 11 mo
AUM
₹5,014.26 Cr
₹14,208.27 Cr
Alpha – 1 Year
13.42%
2.54%
Alpha – 3 Years
9.55%
3.62%
Information Ratio – 3 Years
0.97
0.79
Volatility – 1 Year
21.97%
16.69%
Volatility – 3 Years
19.06%
15.09%
Beta – 1 Year
1.13
0.95
Beta – 3 Years
1.07
0.95
Sharpe Ratio – 1 Year
0.62
0.18
Sharpe Ratio – 3 Years
0.85
0.70
Worst Rolling Year
-6.02%
12.54%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−24.55%
−18.56%
Recovery Period
436 days
241 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 68% · M 7% · S 24%
Number of Stocks
97
42
Portfolio P/E
63.07
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%