Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
20.36%
1.78%
1 Year
18.14%
6.32%
3 Years
21.64%
11.40%
5 Years
16.27%
9.32%
Since Inception
19.97%
10.72%
Fund Age
17 yrs 8 mo
8 yrs 5 mo
AUM
₹5,014.26 Cr
₹314.17 Cr
Alpha – 1 Year
13.42%
6.67%
Alpha – 3 Years
9.55%
2.41%
Information Ratio – 3 Years
0.97
0.48
Volatility – 1 Year
21.97%
17.96%
Volatility – 3 Years
19.06%
15.53%
Beta – 1 Year
1.13
1.09
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
0.62
0.13
Sharpe Ratio – 3 Years
0.85
0.44
Worst Rolling Year
-6.02%
7.40%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−24.55%
−19.45%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 66% · M 32% · S 1%
Number of Stocks
97
3
Portfolio P/E
63.07
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%