Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Alpha Alternatives - Systematic Equity
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Alpha Alternatives - Systematic Equity
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%
1.47%
6 Months
0.51%
3.88%
1 Year
12.01%
−7.98%
3 Years
12.45%
11.06%
5 Years
—
10.06%
Since Inception
12.40%
11.56%
Fund Age
3 yrs
5 yrs 3 mo
AUM
₹22.7 Cr
₹106.37 Cr
Alpha – 1 Year
12.36%
−10.96%
Alpha – 3 Years
3.45%
−0.82%
Information Ratio – 3 Years
0.50
0.00
Volatility – 1 Year
19.89%
16.00%
Volatility – 3 Years
17.57%
17.59%
Beta – 1 Year
1.18
0.79
Beta – 3 Years
1.20
0.97
Sharpe Ratio – 1 Year
0.40
-0.78
Sharpe Ratio – 3 Years
0.46
0.42
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%