Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
4.05%
6 Months
20.36%
6.73%
1 Year
18.14%
−2.26%
3 Years
21.64%
32.06%
5 Years
16.27%
—
Since Inception
19.97%
37.04%
Fund Age
17 yrs 8 mo
3 yrs
AUM
₹5,014.26 Cr
₹174.65 Cr
Alpha – 1 Year
13.42%
−5.24%
Alpha – 3 Years
9.55%
20.17%
Information Ratio – 3 Years
0.97
0.81
Volatility – 1 Year
21.97%
26.32%
Volatility – 3 Years
19.06%
22.60%
Beta – 1 Year
1.13
1.14
Beta – 3 Years
1.07
0.69
Sharpe Ratio – 1 Year
0.62
-0.17
Sharpe Ratio – 3 Years
0.85
1.11
Worst Rolling Year
-6.02%
32.07%
Value at Worst Rolling Year
₹0.94 Cr
₹1.32 Cr
Deepest Drawdown
−24.55%
−30.55%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
33.22%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
—
Number of Stocks
97
—
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%
—
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
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%