Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs AlphaaMoney Equity+
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
AlphaaMoney 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%
2.20%
6 Months
0.51%
6.05%
1 Year
12.01%
15.36%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
17.53%
Fund Age
3 yrs
2 yrs 10 mo
AUM
₹22.7 Cr
₹1.33 Cr
Alpha – 1 Year
12.36%
15.71%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
15.48%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
0.83
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.66
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−10.68%
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 56% · M 10% · S 0%
Number of Stocks
—
7
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%
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
Top Sectors
—
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.75% / 0% / 0%