Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Marcellus - Rising Giants
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%
0.40%
6 Months
20.36%
4.60%
1 Year
18.14%
−5.85%
3 Years
21.64%
5.64%
5 Years
16.27%
—
Since Inception
19.97%
−0.46%
Fund Age
17 yrs 8 mo
4 yrs 7 mo
AUM
₹5,014.26 Cr
₹87.75 Cr
Alpha – 1 Year
13.42%
−8.83%
Alpha – 3 Years
9.55%
−6.25%
Information Ratio – 3 Years
0.97
-0.73
Volatility – 1 Year
21.97%
16.46%
Volatility – 3 Years
19.06%
15.18%
Beta – 1 Year
1.13
0.88
Beta – 3 Years
1.07
0.84
Sharpe Ratio – 1 Year
0.62
-0.62
Sharpe Ratio – 3 Years
0.85
0.08
Worst Rolling Year
-6.02%
-2.49%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−24.55%
−20.88%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
87.97%
Median Rolling Year
19.24%
5.97%
5-Year Rolling Windows Positive
100.00%
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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% / 0% / 0%