Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.30%
−2.26%
6 Months
20.36%
9.35%
1 Year
18.14%
10.43%
3 Years
21.64%
15.16%
5 Years
16.27%
—
Since Inception
19.97%
21.24%
Fund Age
17 yrs 8 mo
4 yrs 11 mo
AUM
₹5,014.26 Cr
₹16.88 Cr
Alpha – 1 Year
13.42%
8.57%
Alpha – 3 Years
9.55%
3.08%
Information Ratio – 3 Years
0.97
0.34
Volatility – 1 Year
21.97%
33.08%
Volatility – 3 Years
19.06%
27.65%
Beta – 1 Year
1.13
1.54
Beta – 3 Years
1.07
1.38
Sharpe Ratio – 1 Year
0.62
0.28
Sharpe Ratio – 3 Years
0.85
0.51
Worst Rolling Year
-6.02%
12.88%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−24.55%
−32.66%
Recovery Period
436 days
436 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 9% · M 17% · S 71%
Number of Stocks
97
16
Portfolio P/E
63.07
48.24
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%
—
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%