Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
20.36%
9.19%
1 Year
18.14%
9.02%
3 Years
21.64%
14.71%
5 Years
16.27%
10.31%
Since Inception
19.97%
14.95%
Fund Age
17 yrs 8 mo
7 yrs 10 mo
AUM
₹5,014.26 Cr
₹42.73 Cr
Alpha – 1 Year
13.42%
4.30%
Alpha – 3 Years
9.55%
2.62%
Information Ratio – 3 Years
0.97
0.63
Volatility – 1 Year
21.97%
17.52%
Volatility – 3 Years
19.06%
14.89%
Beta – 1 Year
1.13
0.97
Beta – 3 Years
1.07
0.92
Sharpe Ratio – 1 Year
0.62
0.26
Sharpe Ratio – 3 Years
0.85
0.66
Worst Rolling Year
-6.02%
8.19%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−24.55%
−18.24%
Recovery Period
436 days
238 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
16.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 18% · M 16% · S 37%
Number of Stocks
97
30
Portfolio P/E
63.07
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%