Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
JM Financial - Focus
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%
1.03%
6 Months
20.36%
6.82%
1 Year
18.14%
3.42%
3 Years
21.64%
13.55%
5 Years
16.27%
9.47%
Since Inception
19.97%
15.08%
Fund Age
17 yrs 8 mo
13 yrs 9 mo
AUM
₹5,014.26 Cr
₹319.05 Cr
Alpha – 1 Year
13.42%
0.44%
Alpha – 3 Years
9.55%
1.66%
Information Ratio – 3 Years
0.97
0.24
Volatility – 1 Year
21.97%
13.79%
Volatility – 3 Years
19.06%
15.92%
Beta – 1 Year
1.13
0.75
Beta – 3 Years
1.07
0.91
Sharpe Ratio – 1 Year
0.62
-0.08
Sharpe Ratio – 3 Years
0.85
0.53
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
−20.24%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 63% · M 12% · S 18%
Number of Stocks
97
49
Portfolio P/E
63.07
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%