Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs AlfAccurate Advisors - AAA IOP
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
AlfAccurate Advisors - AAA IOP
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.31%
6 Months
0.51%
5.51%
1 Year
12.01%
6.39%
3 Years
12.45%
13.57%
5 Years
—
12.29%
Since Inception
12.40%
17.45%
Fund Age
3 yrs
16 yrs 9 mo
AUM
₹22.7 Cr
₹2,223.2 Cr
Alpha – 1 Year
12.36%
1.67%
Alpha – 3 Years
3.45%
1.48%
Information Ratio – 3 Years
0.50
0.57
Volatility – 1 Year
19.89%
18.05%
Volatility – 3 Years
17.57%
15.15%
Beta – 1 Year
1.18
1.02
Beta – 3 Years
1.20
0.96
Sharpe Ratio – 1 Year
0.40
0.14
Sharpe Ratio – 3 Years
0.46
0.62
Worst Rolling Year
12.43%
-5.62%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−26.54%
−17.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.40%
Median Rolling Year
12.71%
18.17%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 49% · M 25% · S 21%
Number of Stocks
—
55
Portfolio P/E
—
35.38
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%