Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
0.97%
6 Months
20.36%
6.33%
1 Year
18.14%
−0.99%
3 Years
21.64%
6.26%
5 Years
16.27%
6.47%
Since Inception
19.97%
5.18%
Fund Age
17 yrs 8 mo
19 yrs 5 mo
AUM
₹5,014.26 Cr
₹95.89 Cr
Alpha – 1 Year
13.42%
2.51%
Alpha – 3 Years
9.55%
−2.73%
Information Ratio – 3 Years
0.97
-0.10
Volatility – 1 Year
21.97%
20.93%
Volatility – 3 Years
19.06%
17.77%
Beta – 1 Year
1.13
1.14
Beta – 3 Years
1.07
1.05
Sharpe Ratio – 1 Year
0.62
-0.20
Sharpe Ratio – 3 Years
0.85
0.23
Worst Rolling Year
-6.02%
-21.50%
Value at Worst Rolling Year
₹0.94 Cr
₹0.79 Cr
Deepest Drawdown
−24.55%
−30.66%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
74.63%
Median Rolling Year
19.24%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 38% · M 28% · S 30%
L 77% · M 12% · S 11%
Number of Stocks
97
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%