Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
20.36%
6.66%
1 Year
18.14%
7.95%
3 Years
21.64%
14.01%
5 Years
16.27%
12.40%
Since Inception
19.97%
16.07%
Fund Age
17 yrs 8 mo
12 yrs 5 mo
AUM
₹5,014.26 Cr
₹27.98 Cr
Alpha – 1 Year
13.42%
3.23%
Alpha – 3 Years
9.55%
1.92%
Information Ratio – 3 Years
0.97
0.55
Volatility – 1 Year
21.97%
16.42%
Volatility – 3 Years
19.06%
14.36%
Beta – 1 Year
1.13
0.92
Beta – 3 Years
1.07
0.91
Sharpe Ratio – 1 Year
0.62
0.15
Sharpe Ratio – 3 Years
0.85
0.63
Worst Rolling Year
-6.02%
-4.39%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
−24.55%
−17.36%
Recovery Period
436 days
532 days
1-Year Rolling Windows Positive
95.34%
97.43%
Median Rolling Year
19.24%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 25% · M 6% · S 37%
Number of Stocks
97
30
Portfolio P/E
63.07
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%