Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Sameeksha - Equity Fund
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%
−0.38%
6 Months
20.36%
11.48%
1 Year
18.14%
7.29%
3 Years
21.64%
16.29%
5 Years
16.27%
16.45%
Since Inception
19.97%
20.67%
Fund Age
17 yrs 8 mo
10 yrs 4 mo
AUM
₹5,014.26 Cr
₹1,333.94 Cr
Alpha – 1 Year
13.42%
2.57%
Alpha – 3 Years
9.55%
4.20%
Information Ratio – 3 Years
0.97
0.52
Volatility – 1 Year
21.97%
21.33%
Volatility – 3 Years
19.06%
16.22%
Beta – 1 Year
1.13
1.18
Beta – 3 Years
1.07
0.93
Sharpe Ratio – 1 Year
0.62
0.18
Sharpe Ratio – 3 Years
0.85
0.69
Worst Rolling Year
-6.02%
-0.52%
Value at Worst Rolling Year
₹0.94 Cr
₹0.99 Cr
Deepest Drawdown
−24.55%
−19.36%
Recovery Period
436 days
122 days
1-Year Rolling Windows Positive
95.34%
98.89%
Median Rolling Year
19.24%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
—
Number of Stocks
97
50
Portfolio P/E
63.07
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 0% / 0%