Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Invesco - Challengers
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%
1.41%
6 Months
20.36%
13.18%
1 Year
18.14%
2.91%
3 Years
21.64%
14.27%
5 Years
16.27%
—
Since Inception
19.97%
11.83%
Fund Age
17 yrs 8 mo
4 yrs 11 mo
AUM
₹5,014.26 Cr
₹31.01 Cr
Alpha – 1 Year
13.42%
−1.81%
Alpha – 3 Years
9.55%
2.18%
Information Ratio – 3 Years
0.97
0.24
Volatility – 1 Year
21.97%
18.67%
Volatility – 3 Years
19.06%
17.11%
Beta – 1 Year
1.13
0.97
Beta – 3 Years
1.07
0.95
Sharpe Ratio – 1 Year
0.62
-0.04
Sharpe Ratio – 3 Years
0.85
0.56
Worst Rolling Year
-6.02%
12.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−24.55%
−24.73%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 38% · M 28% · S 30%
L 37% · M 30% · S 33%
Number of Stocks
97
26
Portfolio P/E
63.07
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—