Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
0.31%
6 Months
20.36%
−0.02%
1 Year
18.14%
9.16%
3 Years
21.64%
15.25%
5 Years
16.27%
10.25%
Since Inception
19.97%
11.62%
Fund Age
17 yrs 8 mo
7 yrs 3 mo
AUM
₹5,014.26 Cr
₹55.42 Cr
Alpha – 1 Year
13.42%
9.51%
Alpha – 3 Years
9.55%
6.25%
Information Ratio – 3 Years
0.97
0.85
Volatility – 1 Year
21.97%
16.48%
Volatility – 3 Years
19.06%
14.29%
Beta – 1 Year
1.13
0.90
Beta – 3 Years
1.07
0.91
Sharpe Ratio – 1 Year
0.62
0.29
Sharpe Ratio – 3 Years
0.85
0.70
Worst Rolling Year
-6.02%
4.67%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−24.55%
−15.77%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
13.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 43% · M 13% · S 23%
Number of Stocks
97
89
Portfolio P/E
63.07
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%