Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
3.40%
6 Months
20.36%
21.77%
1 Year
18.14%
16.05%
3 Years
21.64%
23.24%
5 Years
16.27%
—
Since Inception
19.97%
24.82%
Fund Age
17 yrs 8 mo
3 yrs 1 mo
AUM
₹5,014.26 Cr
₹415.03 Cr
Alpha – 1 Year
13.42%
11.33%
Alpha – 3 Years
9.55%
11.15%
Information Ratio – 3 Years
0.97
0.72
Volatility – 1 Year
21.97%
25.50%
Volatility – 3 Years
19.06%
24.35%
Beta – 1 Year
1.13
1.34
Beta – 3 Years
1.07
1.27
Sharpe Ratio – 1 Year
0.62
0.50
Sharpe Ratio – 3 Years
0.85
0.77
Worst Rolling Year
-6.02%
23.24%
Value at Worst Rolling Year
₹0.94 Cr
₹1.23 Cr
Deepest Drawdown
−24.55%
−25.33%
Recovery Period
436 days
104 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
M 2% · S 95%
Number of Stocks
97
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –