Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Wright Factor Fund
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%
10.96%
6 Months
20.36%
14.84%
1 Year
18.14%
16.93%
3 Years
21.64%
—
5 Years
16.27%
—
Since Inception
19.97%
20.33%
Fund Age
17 yrs 8 mo
3 yrs
AUM
₹5,014.26 Cr
₹214.05 Cr
Alpha – 1 Year
13.42%
12.21%
Alpha – 3 Years
9.55%
—
Information Ratio – 3 Years
0.97
0.51
Volatility – 1 Year
21.97%
22.29%
Volatility – 3 Years
19.06%
21.03%
Beta – 1 Year
1.13
0.97
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
0.62
0.57
Sharpe Ratio – 3 Years
0.85
0.72
Worst Rolling Year
-6.02%
18.92%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−24.55%
−27.91%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 12% · M 21% · S 55%
Number of Stocks
97
25
Portfolio P/E
63.07
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%