Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Shepherds Hill - Value Magno
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%
0.15%
6 Months
20.36%
5.44%
1 Year
18.14%
6.80%
3 Years
21.64%
17.32%
5 Years
16.27%
18.10%
Since Inception
19.97%
16.54%
Fund Age
17 yrs 8 mo
11 yrs 1 mo
AUM
₹5,014.26 Cr
₹120.51 Cr
Alpha – 1 Year
13.42%
3.04%
Alpha – 3 Years
9.55%
6.42%
Information Ratio – 3 Years
0.97
0.53
Volatility – 1 Year
21.97%
13.99%
Volatility – 3 Years
19.06%
15.09%
Beta – 1 Year
1.13
0.76
Beta – 3 Years
1.07
0.68
Sharpe Ratio – 1 Year
0.62
0.16
Sharpe Ratio – 3 Years
0.85
0.86
Worst Rolling Year
-6.02%
-18.71%
Value at Worst Rolling Year
₹0.94 Cr
₹0.81 Cr
Deepest Drawdown
−24.55%
−12.53%
Recovery Period
436 days
92 days
1-Year Rolling Windows Positive
95.34%
77.50%
Median Rolling Year
19.24%
19.23%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 15% · M 5% · S 66%
Number of Stocks
97
16
Portfolio P/E
63.07
—
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%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%