Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs AlfAccurate Advisors - AAA shariah
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
AlfAccurate Advisors - AAA shariah
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%
3.35%
6 Months
0.51%
19.63%
1 Year
12.01%
10.64%
3 Years
12.45%
12.35%
5 Years
—
10.14%
Since Inception
12.40%
15.37%
Fund Age
3 yrs
7 yrs 4 mo
AUM
₹22.7 Cr
₹270.22 Cr
Alpha – 1 Year
12.36%
5.92%
Alpha – 3 Years
3.45%
0.26%
Information Ratio – 3 Years
0.50
0.03
Volatility – 1 Year
19.89%
18.45%
Volatility – 3 Years
17.57%
15.68%
Beta – 1 Year
1.18
0.92
Beta – 3 Years
1.20
0.90
Sharpe Ratio – 1 Year
0.40
0.35
Sharpe Ratio – 3 Years
0.46
0.49
Worst Rolling Year
12.43%
6.65%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−26.54%
−22.78%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
16.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 27% · M 25% · S 36%
Number of Stocks
—
44
Portfolio P/E
—
41.34
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%
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%