Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Anand Rathi Advisors - Alpha 1 Strategy
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%
2.10%
6 Months
0.51%
7.76%
1 Year
12.01%
8.69%
3 Years
12.45%
14.17%
5 Years
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—
Since Inception
12.40%
18.23%
Fund Age
3 yrs
3 yrs 4 mo
AUM
₹22.7 Cr
₹10.3 Cr
Alpha – 1 Year
12.36%
3.97%
Alpha – 3 Years
3.45%
2.09%
Information Ratio – 3 Years
0.50
1.14
Volatility – 1 Year
19.89%
18.17%
Volatility – 3 Years
17.57%
15.44%
Beta – 1 Year
1.18
1.03
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.40
0.32
Sharpe Ratio – 3 Years
0.46
0.69
Worst Rolling Year
12.43%
13.56%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−26.54%
−19.52%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.40%
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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15
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
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Fixed Fee
—
1.10% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%