Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
0.53%
6 Months
20.36%
5.22%
1 Year
18.14%
8.94%
3 Years
21.64%
10.33%
5 Years
16.27%
10.77%
Since Inception
19.97%
10.49%
Fund Age
17 yrs 8 mo
9 yrs 9 mo
AUM
₹5,014.26 Cr
₹67.62 Cr
Alpha – 1 Year
13.42%
−0.44%
Alpha – 3 Years
9.55%
0.76%
Information Ratio – 3 Years
0.97
0.44
Volatility – 1 Year
21.97%
2.31%
Volatility – 3 Years
19.06%
1.38%
Beta – 1 Year
1.13
0.41
Beta – 3 Years
1.07
0.46
Sharpe Ratio – 1 Year
0.62
1.46
Sharpe Ratio – 3 Years
0.85
3.36
Worst Rolling Year
-6.02%
9.87%
Value at Worst Rolling Year
₹0.94 Cr
₹1.10 Cr
Deepest Drawdown
−24.55%
—
Recovery Period
436 days
—
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
—
Number of Stocks
97
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%