Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Motilal Oswal - Ethical
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%
1.53%
6 Months
20.36%
18.13%
1 Year
18.14%
13.15%
3 Years
21.64%
14.12%
5 Years
16.27%
11.96%
Since Inception
19.97%
13.25%
Fund Age
17 yrs 8 mo
5 yrs 1 mo
AUM
₹5,014.26 Cr
₹77.09 Cr
Alpha – 1 Year
13.42%
10.17%
Alpha – 3 Years
9.55%
2.24%
Information Ratio – 3 Years
0.97
0.36
Volatility – 1 Year
21.97%
23.76%
Volatility – 3 Years
19.06%
19.81%
Beta – 1 Year
1.13
1.23
Beta – 3 Years
1.07
1.14
Sharpe Ratio – 1 Year
0.62
0.40
Sharpe Ratio – 3 Years
0.85
0.50
Worst Rolling Year
-6.02%
8.04%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−24.55%
−27.15%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 28% · M 28% · S 44%
Number of Stocks
97
20
Portfolio P/E
63.07
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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%