Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Ambit Investment Advisors - Good & Clean
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%
4.14%
6 Months
0.51%
12.03%
1 Year
12.01%
22.15%
3 Years
12.45%
14.49%
5 Years
—
12.37%
Since Inception
12.40%
12.90%
Fund Age
3 yrs
11 yrs 5 mo
AUM
₹22.7 Cr
₹441.87 Cr
Alpha – 1 Year
12.36%
17.43%
Alpha – 3 Years
3.45%
2.40%
Information Ratio – 3 Years
0.50
0.31
Volatility – 1 Year
19.89%
19.08%
Volatility – 3 Years
17.57%
17.65%
Beta – 1 Year
1.18
1.04
Beta – 3 Years
1.20
1.05
Sharpe Ratio – 1 Year
0.40
0.87
Sharpe Ratio – 3 Years
0.46
0.56
Worst Rolling Year
12.43%
-0.27%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−26.54%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
99.03%
Median Rolling Year
12.71%
14.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 41% · M 34% · S 25%
Number of Stocks
—
29
Portfolio P/E
—
31.76
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%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
—
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%