Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Tulsian - PMS
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%
2.21%
6 Months
20.36%
21.04%
1 Year
18.14%
21.34%
3 Years
21.64%
19.08%
5 Years
16.27%
23.67%
Since Inception
19.97%
—
Fund Age
17 yrs 8 mo
6 yrs 4 mo
AUM
₹5,014.26 Cr
₹364.08 Cr
Alpha – 1 Year
13.42%
21.69%
Alpha – 3 Years
9.55%
10.08%
Information Ratio – 3 Years
0.97
0.52
Volatility – 1 Year
21.97%
32.28%
Volatility – 3 Years
19.06%
28.08%
Beta – 1 Year
1.13
1.47
Beta – 3 Years
1.07
1.60
Sharpe Ratio – 1 Year
0.62
0.58
Sharpe Ratio – 3 Years
0.85
0.57
Worst Rolling Year
-6.02%
15.61%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−24.55%
−31.98%
Recovery Period
436 days
457 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%