Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Marathon Trends - Trend Following
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%
1.43%
6 Months
20.36%
0.81%
1 Year
18.14%
7.79%
3 Years
21.64%
9.10%
5 Years
16.27%
—
Since Inception
19.97%
17.42%
Fund Age
17 yrs 8 mo
8 yrs 11 mo
AUM
₹5,014.26 Cr
₹342.11 Cr
Alpha – 1 Year
13.42%
3.07%
Alpha – 3 Years
9.55%
−2.99%
Information Ratio – 3 Years
0.97
0.29
Volatility – 1 Year
21.97%
17.73%
Volatility – 3 Years
19.06%
15.85%
Beta – 1 Year
1.13
1.00
Beta – 3 Years
1.07
0.98
Sharpe Ratio – 1 Year
0.62
0.21
Sharpe Ratio – 3 Years
0.85
0.50
Worst Rolling Year
-6.02%
9.10%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−24.55%
−24.26%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 40% · M 35% · S 22%
Number of Stocks
97
23
Portfolio P/E
63.07
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%