Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
20.36%
9.93%
1 Year
18.14%
7.49%
3 Years
21.64%
9.34%
5 Years
16.27%
—
Since Inception
19.97%
11.87%
Fund Age
17 yrs 8 mo
4 yrs 7 mo
AUM
₹5,014.26 Cr
₹1,953.44 Cr
Alpha – 1 Year
13.42%
2.77%
Alpha – 3 Years
9.55%
−2.75%
Information Ratio – 3 Years
0.97
-0.26
Volatility – 1 Year
21.97%
19.15%
Volatility – 3 Years
19.06%
16.91%
Beta – 1 Year
1.13
1.06
Beta – 3 Years
1.07
1.03
Sharpe Ratio – 1 Year
0.62
0.19
Sharpe Ratio – 3 Years
0.85
0.30
Worst Rolling Year
-6.02%
8.22%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
−24.55%
−20.91%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
12.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 17% · M 8% · S 75%
Number of Stocks
97
—
Portfolio P/E
63.07
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—