Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
ORO-Alpha Value
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%
0.44%
6 Months
20.36%
5.47%
1 Year
18.14%
6.35%
3 Years
21.64%
—
5 Years
16.27%
—
Since Inception
19.97%
6.04%
Fund Age
17 yrs 8 mo
3 yrs 8 mo
AUM
₹5,014.26 Cr
₹1.28 Cr
Alpha – 1 Year
13.42%
3.37%
Alpha – 3 Years
9.55%
—
Information Ratio – 3 Years
0.97
—
Volatility – 1 Year
21.97%
17.26%
Volatility – 3 Years
19.06%
15.80%
Beta – 1 Year
1.13
0.95
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.62
0.12
Sharpe Ratio – 3 Years
0.85
0.10
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
−17.83%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 42% · M 17% · S 27%
Number of Stocks
97
24
Portfolio P/E
63.07
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%