Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs JM Financial - Growth and Value
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
JM Financial - Growth and Value
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%
2.34%
6 Months
20.36%
5.38%
1 Year
18.14%
1.65%
3 Years
21.64%
13.13%
5 Years
16.27%
8.52%
Since Inception
19.97%
13.45%
Fund Age
17 yrs 8 mo
21 yrs 4 mo
AUM
₹5,014.26 Cr
₹79.74 Cr
Alpha – 1 Year
13.42%
2.08%
Alpha – 3 Years
9.55%
4.56%
Information Ratio – 3 Years
0.97
0.46
Volatility – 1 Year
21.97%
14.11%
Volatility – 3 Years
19.06%
16.18%
Beta – 1 Year
1.13
0.81
Beta – 3 Years
1.07
0.93
Sharpe Ratio – 1 Year
0.62
-0.20
Sharpe Ratio – 3 Years
0.85
0.50
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
−20.69%
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 70% · M 8% · S 16%
Number of Stocks
97
35
Portfolio P/E
63.07
35.19
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 · 6.67%
HDFC Bank Ltd · 5.98%
Divis Laboratories Ltd · 5.75%
Infosys Ltd · 5.49%
Pidilite Industries Ltd · 5.45%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 24.56%
Financial Services · 21.72%
Healthcare · 14.99%
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%