Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs AlphaGrep Multi Factor Quant
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
AlphaGrep Multi Factor Quant
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%
0.27%
6 Months
0.51%
−2.30%
1 Year
12.01%
1.68%
3 Years
12.45%
13.91%
5 Years
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—
Since Inception
12.40%
14.05%
Fund Age
3 yrs
3 yrs 10 mo
AUM
₹22.7 Cr
₹53.78 Cr
Alpha – 1 Year
12.36%
−3.04%
Alpha – 3 Years
3.45%
1.82%
Information Ratio – 3 Years
0.50
0.34
Volatility – 1 Year
19.89%
15.80%
Volatility – 3 Years
17.57%
15.64%
Beta – 1 Year
1.18
0.86
Beta – 3 Years
1.20
0.97
Sharpe Ratio – 1 Year
0.40
-0.15
Sharpe Ratio – 3 Years
0.46
0.71
Worst Rolling Year
12.43%
15.78%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−26.54%
−18.40%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
20.35%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%