Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.30%
6.38%
6 Months
20.36%
30.29%
1 Year
18.14%
21.45%
3 Years
21.64%
18.94%
5 Years
16.27%
—
Since Inception
19.97%
23.25%
Fund Age
17 yrs 8 mo
3 yrs 1 mo
AUM
₹5,014.26 Cr
₹185.04 Cr
Alpha – 1 Year
13.42%
16.73%
Alpha – 3 Years
9.55%
6.85%
Information Ratio – 3 Years
0.97
0.59
Volatility – 1 Year
21.97%
29.11%
Volatility – 3 Years
19.06%
25.42%
Beta – 1 Year
1.13
1.26
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
0.62
0.62
Sharpe Ratio – 3 Years
0.85
0.60
Worst Rolling Year
-6.02%
18.95%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−24.55%
−27.74%
Recovery Period
436 days
472 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
—
Number of Stocks
97
40
Portfolio P/E
63.07
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%