Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
ATLAS - Debt Equity Hybrid Pms Fund
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%
−1.41%
6 Months
0.51%
−1.89%
1 Year
12.01%
−1.71%
3 Years
12.45%
14.33%
5 Years
—
13.36%
Since Inception
12.40%
22.84%
Fund Age
3 yrs
5 yrs 5 mo
AUM
₹22.7 Cr
₹46.26 Cr
Alpha – 1 Year
12.36%
−6.43%
Alpha – 3 Years
3.45%
2.24%
Information Ratio – 3 Years
0.50
0.22
Volatility – 1 Year
19.89%
19.18%
Volatility – 3 Years
17.57%
17.80%
Beta – 1 Year
1.18
1.02
Beta – 3 Years
1.20
1.04
Sharpe Ratio – 1 Year
0.40
-0.27
Sharpe Ratio – 3 Years
0.46
0.55
Worst Rolling Year
12.43%
13.68%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−26.54%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 69% · M 8% · S 22%
Number of Stocks
—
65
Portfolio P/E
—
28.49
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%
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
—
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%