Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Asit C Mehta - Ace Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
0.87%
6 Months
0.51%
10.71%
1 Year
12.01%
14.18%
3 Years
12.45%
22.17%
5 Years
—
23.46%
Since Inception
12.40%
19.11%
Fund Age
3 yrs
8 yrs
AUM
₹22.7 Cr
₹120.99 Cr
Alpha – 1 Year
12.36%
9.46%
Alpha – 3 Years
3.45%
10.08%
Information Ratio – 3 Years
0.50
0.87
Volatility – 1 Year
19.89%
18.02%
Volatility – 3 Years
17.57%
20.69%
Beta – 1 Year
1.18
1.00
Beta – 3 Years
1.20
1.12
Sharpe Ratio – 1 Year
0.40
0.53
Sharpe Ratio – 3 Years
0.46
0.83
Worst Rolling Year
12.43%
9.94%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−26.54%
−25.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
32.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 20% · M 23% · S 47%
Number of Stocks
—
19
Portfolio P/E
—
29.90
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%
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
—
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%