Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
SRE - Shield
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%
−0.37%
6 Months
20.36%
3.64%
1 Year
18.14%
6.24%
3 Years
21.64%
9.36%
5 Years
16.27%
8.05%
Since Inception
19.97%
9.66%
Fund Age
17 yrs 8 mo
8 yrs 3 mo
AUM
₹5,014.26 Cr
₹32.8 Cr
Alpha – 1 Year
13.42%
6.59%
Alpha – 3 Years
9.55%
0.36%
Information Ratio – 3 Years
0.97
0.14
Volatility – 1 Year
21.97%
18.27%
Volatility – 3 Years
19.06%
15.46%
Beta – 1 Year
1.13
1.08
Beta – 3 Years
1.07
1.07
Sharpe Ratio – 1 Year
0.62
0.15
Sharpe Ratio – 3 Years
0.85
0.34
Worst Rolling Year
-6.02%
6.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.06 Cr
Deepest Drawdown
−24.55%
−22.11%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 58% · M 28% · S 8%
Number of Stocks
97
33
Portfolio P/E
63.07
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%