Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
0.36%
6 Months
20.36%
5.01%
1 Year
18.14%
−5.33%
3 Years
21.64%
1.25%
5 Years
16.27%
−1.56%
Since Inception
19.97%
10.94%
Fund Age
17 yrs 8 mo
6 yrs 11 mo
AUM
₹5,014.26 Cr
₹122.91 Cr
Alpha – 1 Year
13.42%
−8.31%
Alpha – 3 Years
9.55%
−10.64%
Information Ratio – 3 Years
0.97
-0.98
Volatility – 1 Year
21.97%
16.35%
Volatility – 3 Years
19.06%
16.88%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
0.62
-0.59
Sharpe Ratio – 3 Years
0.85
-0.17
Worst Rolling Year
-6.02%
-5.79%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−24.55%
−20.60%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
54.01%
Median Rolling Year
19.24%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 38% · M 28% · S 30%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%