Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Renaissance - Indianext 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%
2.69%
6 Months
20.36%
5.24%
1 Year
18.14%
2.85%
3 Years
21.64%
13.52%
5 Years
16.27%
17.79%
Since Inception
19.97%
13.89%
Fund Age
17 yrs 8 mo
8 yrs 4 mo
AUM
₹5,014.26 Cr
₹921.15 Cr
Alpha – 1 Year
13.42%
−1.87%
Alpha – 3 Years
9.55%
1.43%
Information Ratio – 3 Years
0.97
0.23
Volatility – 1 Year
21.97%
18.02%
Volatility – 3 Years
19.06%
16.70%
Beta – 1 Year
1.13
0.99
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
0.62
-0.03
Sharpe Ratio – 3 Years
0.85
0.54
Worst Rolling Year
-6.02%
-0.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−24.55%
−22.85%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
99.64%
Median Rolling Year
19.24%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 34% · M 28% · S 35%
Number of Stocks
97
35
Portfolio P/E
63.07
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%