Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs ASK - ISP
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
ASK - ISP
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%
2.48%
6 Months
0.51%
−4.44%
1 Year
12.01%
−4.32%
3 Years
12.45%
3.67%
5 Years
—
4.35%
Since Inception
12.40%
13.19%
Fund Age
3 yrs
16 yrs 6 mo
AUM
₹22.7 Cr
₹953.19 Cr
Alpha – 1 Year
12.36%
−7.30%
Alpha – 3 Years
3.45%
−8.21%
Information Ratio – 3 Years
0.50
-1.44
Volatility – 1 Year
19.89%
16.93%
Volatility – 3 Years
17.57%
16.57%
Beta – 1 Year
1.18
0.95
Beta – 3 Years
1.20
1.02
Sharpe Ratio – 1 Year
0.40
-0.50
Sharpe Ratio – 3 Years
0.46
-0.03
Worst Rolling Year
12.43%
-3.66%
Value at Worst Rolling Year
₹1.12 Cr
₹0.96 Cr
Deepest Drawdown
−26.54%
−24.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.35%
Median Rolling Year
12.71%
12.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 52% · M 23% · S 20%
Number of Stocks
—
21
Portfolio P/E
—
34.55
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%
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
Top Sectors
—
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%