Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
PGIM India - Phoenix 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%
3.66%
6 Months
20.36%
18.51%
1 Year
18.14%
2.32%
3 Years
21.64%
8.56%
5 Years
16.27%
13.23%
Since Inception
19.97%
12.52%
Fund Age
17 yrs 8 mo
10 yrs
AUM
₹5,014.26 Cr
₹60.22 Cr
Alpha – 1 Year
13.42%
2.67%
Alpha – 3 Years
9.55%
−0.44%
Information Ratio – 3 Years
0.97
-0.03
Volatility – 1 Year
21.97%
27.56%
Volatility – 3 Years
19.06%
21.93%
Beta – 1 Year
1.13
1.33
Beta – 3 Years
1.07
1.17
Sharpe Ratio – 1 Year
0.62
0.01
Sharpe Ratio – 3 Years
0.85
0.24
Worst Rolling Year
-6.02%
-13.90%
Value at Worst Rolling Year
₹0.94 Cr
₹0.86 Cr
Deepest Drawdown
−24.55%
−31.68%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
85.20%
Median Rolling Year
19.24%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
M 3% · S 93%
Number of Stocks
97
26
Portfolio P/E
63.07
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%