Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Alphaa MPT Plus Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Alphaa MPT Plus Fund
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%
−0.02%
6 Months
0.51%
3.82%
1 Year
12.01%
5.88%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
13.46%
Fund Age
3 yrs
2 yrs 11 mo
AUM
₹22.7 Cr
₹17.93 Cr
Alpha – 1 Year
12.36%
6.23%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
0.93
Volatility – 1 Year
19.89%
18.15%
Volatility – 3 Years
17.57%
15.54%
Beta – 1 Year
1.18
1.08
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.11
Sharpe Ratio – 3 Years
0.46
0.60
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−15.91%
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 66% · M 30% · S 4%
Number of Stocks
—
38
Portfolio P/E
—
28.05
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%
BSE Ltd · 5.51%
Bajaj Finance Ltd · 4.52%
Manappuram Finance Ltd · 4.34%
Indian Hotels Co Ltd · 4.29%
Coforge Ltd · 4.08%
Top Sectors
—
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Fixed Fee
—
0.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0% / 0%