Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Valtrust Momentum
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%
4.78%
6 Months
20.36%
15.08%
1 Year
18.14%
13.63%
3 Years
21.64%
16.91%
5 Years
16.27%
—
Since Inception
19.97%
23.12%
Fund Age
17 yrs 8 mo
3 yrs 7 mo
AUM
₹5,014.26 Cr
₹78.91 Cr
Alpha – 1 Year
13.42%
8.91%
Alpha – 3 Years
9.55%
4.82%
Information Ratio – 3 Years
0.97
0.40
Volatility – 1 Year
21.97%
20.25%
Volatility – 3 Years
19.06%
21.43%
Beta – 1 Year
1.13
1.06
Beta – 3 Years
1.07
1.18
Sharpe Ratio – 1 Year
0.62
0.47
Sharpe Ratio – 3 Years
0.85
0.59
Worst Rolling Year
-6.02%
15.66%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−24.55%
−29.56%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 15% · M 30% · S 55%
Number of Stocks
97
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%