Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Renaissance - Opportunities 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%
−0.04%
6 Months
20.36%
0.28%
1 Year
18.14%
2.14%
3 Years
21.64%
10.02%
5 Years
16.27%
13.15%
Since Inception
19.97%
11.46%
Fund Age
17 yrs 8 mo
8 yrs 7 mo
AUM
₹5,014.26 Cr
₹585.94 Cr
Alpha – 1 Year
13.42%
2.49%
Alpha – 3 Years
9.55%
1.02%
Information Ratio – 3 Years
0.97
0.18
Volatility – 1 Year
21.97%
16.38%
Volatility – 3 Years
19.06%
14.42%
Beta – 1 Year
1.13
1.00
Beta – 3 Years
1.07
0.96
Sharpe Ratio – 1 Year
0.62
-0.13
Sharpe Ratio – 3 Years
0.85
0.38
Worst Rolling Year
-6.02%
3.37%
Value at Worst Rolling Year
₹0.94 Cr
₹1.03 Cr
Deepest Drawdown
−24.55%
−17.04%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 65% · M 26% · S 8%
Number of Stocks
97
31
Portfolio P/E
63.07
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%