Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Samvitti-PMS Active Alpha Multicap
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%
10.15%
6 Months
20.36%
31.39%
1 Year
18.14%
26.01%
3 Years
21.64%
19.28%
5 Years
16.27%
23.67%
Since Inception
19.97%
28.23%
Fund Age
17 yrs 8 mo
5 yrs 4 mo
AUM
₹5,014.26 Cr
₹483.07 Cr
Alpha – 1 Year
13.42%
21.29%
Alpha – 3 Years
9.55%
7.19%
Information Ratio – 3 Years
0.97
0.38
Volatility – 1 Year
21.97%
27.77%
Volatility – 3 Years
19.06%
26.19%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
1.07
1.20
Sharpe Ratio – 1 Year
0.62
0.78
Sharpe Ratio – 3 Years
0.85
0.61
Worst Rolling Year
-6.02%
19.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−24.55%
−32.66%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 12% · M 6% · S 81%
Number of Stocks
97
63
Portfolio P/E
63.07
62.66
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%
—
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%