Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Unifi APJ 20*
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%
3.07%
6 Months
20.36%
13.63%
1 Year
18.14%
10.76%
3 Years
21.64%
13.00%
5 Years
16.27%
13.13%
Since Inception
19.97%
20.07%
Fund Age
17 yrs 8 mo
10 yrs 11 mo
AUM
₹5,014.26 Cr
₹942.94 Cr
Alpha – 1 Year
13.42%
6.04%
Alpha – 3 Years
9.55%
0.91%
Information Ratio – 3 Years
0.97
0.27
Volatility – 1 Year
21.97%
18.61%
Volatility – 3 Years
19.06%
17.55%
Beta – 1 Year
1.13
1.02
Beta – 3 Years
1.07
1.01
Sharpe Ratio – 1 Year
0.62
0.35
Sharpe Ratio – 3 Years
0.85
0.49
Worst Rolling Year
-6.02%
-10.32%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−24.55%
−17.59%
Recovery Period
436 days
518 days
1-Year Rolling Windows Positive
95.34%
95.82%
Median Rolling Year
19.24%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 15% · M 3% · S 82%
Number of Stocks
97
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Portfolio P/E
63.07
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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