Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
InCred Capital - Multicap PMS
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%
6.10%
6 Months
20.36%
8.11%
1 Year
18.14%
−2.73%
3 Years
21.64%
11.42%
5 Years
16.27%
12.09%
Since Inception
19.97%
13.75%
Fund Age
17 yrs 8 mo
5 yrs 5 mo
AUM
₹5,014.26 Cr
₹205.48 Cr
Alpha – 1 Year
13.42%
−5.71%
Alpha – 3 Years
9.55%
−0.47%
Information Ratio – 3 Years
0.97
-0.07
Volatility – 1 Year
21.97%
23.93%
Volatility – 3 Years
19.06%
22.69%
Beta – 1 Year
1.13
1.24
Beta – 3 Years
1.07
1.17
Sharpe Ratio – 1 Year
0.62
-0.23
Sharpe Ratio – 3 Years
0.85
0.35
Worst Rolling Year
-6.02%
11.05%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−24.55%
−29.75%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 28% · M 36% · S 34%
Number of Stocks
97
29
Portfolio P/E
63.07
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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% / 0%