Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Incred-Small & MidCap 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%
4.27%
6 Months
20.36%
−8.15%
1 Year
18.14%
−5.39%
3 Years
21.64%
10.81%
5 Years
16.27%
—
Since Inception
19.97%
11.07%
Fund Age
17 yrs 8 mo
5 yrs
AUM
₹5,014.26 Cr
₹121.08 Cr
Alpha – 1 Year
13.42%
−5.32%
Alpha – 3 Years
9.55%
−2.65%
Information Ratio – 3 Years
0.97
-0.15
Volatility – 1 Year
21.97%
24.51%
Volatility – 3 Years
19.06%
24.85%
Beta – 1 Year
1.13
1.17
Beta – 3 Years
1.07
1.18
Sharpe Ratio – 1 Year
0.62
-0.34
Sharpe Ratio – 3 Years
0.85
0.32
Worst Rolling Year
-6.02%
9.88%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−24.55%
−34.50%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%