Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
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%
6.23%
6 Months
20.36%
22.18%
1 Year
18.14%
12.29%
3 Years
21.64%
6.28%
5 Years
16.27%
—
Since Inception
19.97%
6.20%
Fund Age
17 yrs 8 mo
3 yrs 4 mo
AUM
₹5,014.26 Cr
₹5.13 Cr
Alpha – 1 Year
13.42%
12.64%
Alpha – 3 Years
9.55%
−2.71%
Information Ratio – 3 Years
0.97
—
Volatility – 1 Year
21.97%
22.31%
Volatility – 3 Years
19.06%
—
Beta – 1 Year
1.13
0.71
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.62
0.38
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
—
Recovery Period
436 days
—
1-Year Rolling Windows Positive
95.34%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
—
Number of Stocks
97
25
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%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
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%
0% / 0% / 0%