Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Motilal Oswal - Value Migration
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%
0.78%
6 Months
20.36%
11.75%
1 Year
18.14%
−2.37%
3 Years
21.64%
17.81%
5 Years
16.27%
14.66%
Since Inception
19.97%
18.91%
Fund Age
17 yrs 8 mo
23 yrs 5 mo
AUM
₹5,014.26 Cr
₹3,220.2 Cr
Alpha – 1 Year
13.42%
−5.35%
Alpha – 3 Years
9.55%
5.93%
Information Ratio – 3 Years
0.97
0.54
Volatility – 1 Year
21.97%
21.49%
Volatility – 3 Years
19.06%
20.84%
Beta – 1 Year
1.13
1.07
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
0.62
-0.27
Sharpe Ratio – 3 Years
0.85
0.64
Worst Rolling Year
-6.02%
-7.44%
Value at Worst Rolling Year
₹0.94 Cr
₹0.93 Cr
Deepest Drawdown
−24.55%
−27.33%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
94.32%
Median Rolling Year
19.24%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 38% · M 28% · S 30%
L 28% · M 48% · S 19%
Number of Stocks
97
27
Portfolio P/E
63.07
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%