Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
20.36%
2.04%
1 Year
18.14%
13.04%
3 Years
21.64%
15.74%
5 Years
16.27%
14.15%
Since Inception
19.97%
15.13%
Fund Age
17 yrs 8 mo
14 yrs 1 mo
AUM
₹5,014.26 Cr
₹850.7 Cr
Alpha – 1 Year
13.42%
13.39%
Alpha – 3 Years
9.55%
6.74%
Information Ratio – 3 Years
0.97
1.02
Volatility – 1 Year
21.97%
18.01%
Volatility – 3 Years
19.06%
15.42%
Beta – 1 Year
1.13
1.04
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
0.62
0.48
Sharpe Ratio – 3 Years
0.85
0.76
Worst Rolling Year
-6.02%
-19.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.81 Cr
Deepest Drawdown
−24.55%
−15.54%
Recovery Period
436 days
227 days
1-Year Rolling Windows Positive
95.34%
83.40%
Median Rolling Year
19.24%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 38% · M 28% · S 30%
L 53% · M 28% · S 13%
Number of Stocks
97
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%