Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Motilal Oswal-Founders
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%
0.25%
6 Months
20.36%
15.19%
1 Year
18.14%
3.21%
3 Years
21.64%
19.65%
5 Years
16.27%
—
Since Inception
19.97%
25.09%
Fund Age
17 yrs 8 mo
3 yrs 5 mo
AUM
₹5,014.26 Cr
₹4,148.34 Cr
Alpha – 1 Year
13.42%
0.23%
Alpha – 3 Years
9.55%
7.77%
Information Ratio – 3 Years
0.97
0.62
Volatility – 1 Year
21.97%
21.54%
Volatility – 3 Years
19.06%
22.15%
Beta – 1 Year
1.13
1.06
Beta – 3 Years
1.07
1.15
Sharpe Ratio – 1 Year
0.62
-0.01
Sharpe Ratio – 3 Years
0.85
0.68
Worst Rolling Year
-6.02%
19.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−24.55%
−27.91%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 26% · M 35% · S 37%
Number of Stocks
97
26
Portfolio P/E
63.07
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%