Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
0.51%
9.28%
1 Year
12.01%
4.13%
3 Years
12.45%
7.71%
5 Years
—
8.27%
Since Inception
12.40%
11.49%
Fund Age
3 yrs
8 yrs 5 mo
AUM
₹22.7 Cr
₹123.55 Cr
Alpha – 1 Year
12.36%
−0.59%
Alpha – 3 Years
3.45%
−4.38%
Information Ratio – 3 Years
0.50
-0.33
Volatility – 1 Year
19.89%
21.50%
Volatility – 3 Years
17.57%
16.95%
Beta – 1 Year
1.18
1.12
Beta – 3 Years
1.20
0.97
Sharpe Ratio – 1 Year
0.40
-0.02
Sharpe Ratio – 3 Years
0.46
0.26
Worst Rolling Year
12.43%
7.04%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−26.54%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.95%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 29% · M 38% · S 31%
Number of Stocks
—
20
Portfolio P/E
—
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
—
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%