Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
ORO - All Weather 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%
−0.19%
6 Months
20.36%
−0.42%
1 Year
18.14%
−4.58%
3 Years
21.64%
16.32%
5 Years
16.27%
13.17%
Since Inception
19.97%
13.94%
Fund Age
17 yrs 8 mo
6 yrs 6 mo
AUM
₹5,014.26 Cr
₹13.16 Cr
Alpha – 1 Year
13.42%
−7.56%
Alpha – 3 Years
9.55%
4.42%
Information Ratio – 3 Years
0.97
0.49
Volatility – 1 Year
21.97%
16.90%
Volatility – 3 Years
19.06%
17.54%
Beta – 1 Year
1.13
0.86
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
0.62
-0.52
Sharpe Ratio – 3 Years
0.85
0.69
Worst Rolling Year
-6.02%
3.91%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−24.55%
−19.46%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 66% · M 23%
Number of Stocks
97
20
Portfolio P/E
63.07
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%