Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
3.80%
6 Months
20.36%
7.35%
1 Year
18.14%
9.59%
3 Years
21.64%
7.90%
5 Years
16.27%
12.07%
Since Inception
19.97%
14.25%
Fund Age
17 yrs 8 mo
13 yrs 1 mo
AUM
₹5,014.26 Cr
₹106.28 Cr
Alpha – 1 Year
13.42%
9.94%
Alpha – 3 Years
9.55%
−1.10%
Information Ratio – 3 Years
0.97
-0.12
Volatility – 1 Year
21.97%
15.58%
Volatility – 3 Years
19.06%
14.39%
Beta – 1 Year
1.13
0.83
Beta – 3 Years
1.07
0.84
Sharpe Ratio – 1 Year
0.62
0.33
Sharpe Ratio – 3 Years
0.85
0.24
Worst Rolling Year
-6.02%
-8.02%
Value at Worst Rolling Year
₹0.94 Cr
₹0.92 Cr
Deepest Drawdown
−24.55%
−19.54%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
93.28%
Median Rolling Year
19.24%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 39% · M 40% · S 18%
Number of Stocks
97
25
Portfolio P/E
63.07
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%