Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
0.82%
6 Months
20.36%
5.10%
1 Year
18.14%
10.73%
3 Years
21.64%
13.62%
5 Years
16.27%
—
Since Inception
19.97%
13.76%
Fund Age
17 yrs 8 mo
3 yrs
AUM
₹5,014.26 Cr
₹261.91 Cr
Alpha – 1 Year
13.42%
5.53%
Alpha – 3 Years
9.55%
6.73%
Information Ratio – 3 Years
0.97
2.55
Volatility – 1 Year
21.97%
1.39%
Volatility – 3 Years
19.06%
1.55%
Beta – 1 Year
1.13
0.39
Beta – 3 Years
1.07
0.13
Sharpe Ratio – 1 Year
0.62
3.51
Sharpe Ratio – 3 Years
0.85
4.91
Worst Rolling Year
-6.02%
13.63%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−24.55%
—
Recovery Period
436 days
—
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
13.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
—
Number of Stocks
97
—
Portfolio P/E
63.07
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%