Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
1.56%
6 Months
0.51%
11.47%
1 Year
12.01%
5.40%
3 Years
12.45%
7.77%
5 Years
—
—
Since Inception
12.40%
9.99%
Fund Age
3 yrs
4 yrs 9 mo
AUM
₹22.7 Cr
₹144.91 Cr
Alpha – 1 Year
12.36%
0.68%
Alpha – 3 Years
3.45%
−4.32%
Information Ratio – 3 Years
0.50
0.13
Volatility – 1 Year
19.89%
24.35%
Volatility – 3 Years
17.57%
20.17%
Beta – 1 Year
1.18
1.26
Beta – 3 Years
1.20
1.11
Sharpe Ratio – 1 Year
0.40
0.11
Sharpe Ratio – 3 Years
0.46
0.39
Worst Rolling Year
12.43%
7.72%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−26.54%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
12.92%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 33% · M 4% · S 58%
Number of Stocks
—
15
Portfolio P/E
—
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
—
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%