Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
20.36%
13.10%
1 Year
18.14%
18.11%
3 Years
21.64%
14.56%
5 Years
16.27%
8.71%
Since Inception
19.97%
13.67%
Fund Age
17 yrs 8 mo
11 yrs 2 mo
AUM
₹5,014.26 Cr
₹138.06 Cr
Alpha – 1 Year
13.42%
18.46%
Alpha – 3 Years
9.55%
5.57%
Information Ratio – 3 Years
0.97
0.62
Volatility – 1 Year
21.97%
22.83%
Volatility – 3 Years
19.06%
16.72%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
0.62
0.61
Sharpe Ratio – 3 Years
0.85
0.55
Worst Rolling Year
-6.02%
-8.44%
Value at Worst Rolling Year
₹0.94 Cr
₹0.92 Cr
Deepest Drawdown
−24.55%
−17.10%
Recovery Period
436 days
115 days
1-Year Rolling Windows Positive
95.34%
92.53%
Median Rolling Year
19.24%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 38% · M 14% · S 45%
Number of Stocks
97
18
Portfolio P/E
63.07
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%