Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
−1.54%
6 Months
0.51%
−5.38%
1 Year
12.01%
−6.70%
3 Years
12.45%
7.98%
5 Years
—
—
Since Inception
12.40%
7.98%
Fund Age
3 yrs
2 yrs 11 mo
AUM
₹22.7 Cr
₹7.31 Cr
Alpha – 1 Year
12.36%
−6.35%
Alpha – 3 Years
3.45%
−1.02%
Information Ratio – 3 Years
0.50
-0.08
Volatility – 1 Year
19.89%
17.44%
Volatility – 3 Years
17.57%
15.65%
Beta – 1 Year
1.18
1.08
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
-0.61
Sharpe Ratio – 3 Years
0.46
0.22
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−21.15%
Recovery Period
Not yet recovered
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%
L 61% · M 26% · S 9%
Number of Stocks
—
66
Portfolio P/E
—
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
—
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 0% / 0%