Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Unifi Blended - Rangoli
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%
3.17%
6 Months
20.36%
10.91%
1 Year
18.14%
10.45%
3 Years
21.64%
10.60%
5 Years
16.27%
10.74%
Since Inception
19.97%
18.07%
Fund Age
17 yrs 8 mo
9 yrs 2 mo
AUM
₹5,014.26 Cr
₹11,464.61 Cr
Alpha – 1 Year
13.42%
5.73%
Alpha – 3 Years
9.55%
−1.49%
Information Ratio – 3 Years
0.97
-0.11
Volatility – 1 Year
21.97%
18.78%
Volatility – 3 Years
19.06%
16.83%
Beta – 1 Year
1.13
1.04
Beta – 3 Years
1.07
1.02
Sharpe Ratio – 1 Year
0.62
0.34
Sharpe Ratio – 3 Years
0.85
0.37
Worst Rolling Year
-6.02%
4.89%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−24.55%
−19.94%
Recovery Period
436 days
153 days
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 24% · M 11% · S 66%
Number of Stocks
97
—
Portfolio P/E
63.07
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%