Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
20.36%
20.32%
1 Year
18.14%
29.93%
3 Years
21.64%
—
5 Years
16.27%
—
Since Inception
19.97%
15.24%
Fund Age
17 yrs 8 mo
1 yr 9 mo
AUM
₹5,014.26 Cr
₹3.17 Cr
Alpha – 1 Year
13.42%
25.21%
Alpha – 3 Years
9.55%
—
Information Ratio – 3 Years
0.97
—
Volatility – 1 Year
21.97%
24.54%
Volatility – 3 Years
19.06%
—
Beta – 1 Year
1.13
1.19
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.62
0.97
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
-6.02%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−24.55%
−12.48%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 28% · M 19% · S 50%
Number of Stocks
97
36
Portfolio P/E
63.07
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –