Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Invesco - Rise
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%
5.01%
6 Months
20.36%
8.17%
1 Year
18.14%
19.57%
3 Years
21.64%
18.20%
5 Years
16.27%
15.63%
Since Inception
19.97%
14.42%
Fund Age
17 yrs 8 mo
10 yrs 4 mo
AUM
₹5,014.26 Cr
₹337.5 Cr
Alpha – 1 Year
13.42%
14.85%
Alpha – 3 Years
9.55%
6.11%
Information Ratio – 3 Years
0.97
0.93
Volatility – 1 Year
21.97%
14.72%
Volatility – 3 Years
19.06%
15.36%
Beta – 1 Year
1.13
0.78
Beta – 3 Years
1.07
0.92
Sharpe Ratio – 1 Year
0.62
0.93
Sharpe Ratio – 3 Years
0.85
0.83
Worst Rolling Year
-6.02%
-10.21%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−24.55%
−21.92%
Recovery Period
436 days
231 days
1-Year Rolling Windows Positive
95.34%
88.56%
Median Rolling Year
19.24%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 49% · M 27% · S 21%
Number of Stocks
97
23
Portfolio P/E
63.07
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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