Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
ValueQuest - Growth
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%
1.42%
6 Months
20.36%
31.94%
1 Year
18.14%
21.84%
3 Years
21.64%
17.21%
5 Years
16.27%
16.75%
Since Inception
19.97%
18.18%
Fund Age
17 yrs 8 mo
13 yrs 5 mo
AUM
₹5,014.26 Cr
₹2,035.08 Cr
Alpha – 1 Year
13.42%
18.86%
Alpha – 3 Years
9.55%
5.32%
Information Ratio – 3 Years
0.97
0.50
Volatility – 1 Year
21.97%
24.29%
Volatility – 3 Years
19.06%
19.24%
Beta – 1 Year
1.13
1.15
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
0.62
0.70
Sharpe Ratio – 3 Years
0.85
0.65
Worst Rolling Year
-6.02%
-15.08%
Value at Worst Rolling Year
₹0.94 Cr
₹0.85 Cr
Deepest Drawdown
−24.55%
−8.16%
Recovery Period
436 days
15 days
1-Year Rolling Windows Positive
95.34%
82.66%
Median Rolling Year
19.24%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 38% · M 28% · S 30%
L 23% · M 1% · S 69%
Number of Stocks
97
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 1%