Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
20.36%
12.07%
1 Year
18.14%
11.66%
3 Years
21.64%
13.52%
5 Years
16.27%
—
Since Inception
19.97%
14.98%
Fund Age
17 yrs 8 mo
3 yrs 6 mo
AUM
₹5,014.26 Cr
₹447.27 Cr
Alpha – 1 Year
13.42%
6.94%
Alpha – 3 Years
9.55%
1.43%
Information Ratio – 3 Years
0.97
0.13
Volatility – 1 Year
21.97%
21.15%
Volatility – 3 Years
19.06%
18.85%
Beta – 1 Year
1.13
1.14
Beta – 3 Years
1.07
1.10
Sharpe Ratio – 1 Year
0.62
0.37
Sharpe Ratio – 3 Years
0.85
0.48
Worst Rolling Year
-6.02%
10.55%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−24.55%
−17.40%
Recovery Period
436 days
122 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 28% · M 19% · S 29%
Number of Stocks
97
—
Portfolio P/E
63.07
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%