Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
3.44%
6 Months
20.36%
14.84%
1 Year
18.14%
−4.03%
3 Years
21.64%
5.65%
5 Years
16.27%
—
Since Inception
19.97%
11.22%
Fund Age
17 yrs 8 mo
3 yrs 7 mo
AUM
₹5,014.26 Cr
₹83.14 Cr
Alpha – 1 Year
13.42%
−3.68%
Alpha – 3 Years
9.55%
−3.35%
Information Ratio – 3 Years
0.97
-0.26
Volatility – 1 Year
21.97%
22.60%
Volatility – 3 Years
19.06%
18.97%
Beta – 1 Year
1.13
1.04
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
0.62
-0.31
Sharpe Ratio – 3 Years
0.85
0.11
Worst Rolling Year
-6.02%
4.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−24.55%
−33.20%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 9% · M 28% · S 60%
Number of Stocks
97
27
Portfolio P/E
63.07
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%