Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
3.76%
6 Months
0.51%
11.66%
1 Year
12.01%
12.54%
3 Years
12.45%
11.42%
5 Years
—
—
Since Inception
12.40%
6.78%
Fund Age
3 yrs
4 yrs 10 mo
AUM
₹22.7 Cr
₹2.34 Cr
Alpha – 1 Year
12.36%
7.82%
Alpha – 3 Years
3.45%
−0.67%
Information Ratio – 3 Years
0.50
-0.04
Volatility – 1 Year
19.89%
21.44%
Volatility – 3 Years
17.57%
14.93%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
1.20
0.81
Sharpe Ratio – 1 Year
0.40
0.41
Sharpe Ratio – 3 Years
0.46
0.50
Worst Rolling Year
12.43%
3.84%
Value at Worst Rolling Year
₹1.12 Cr
₹1.04 Cr
Deepest Drawdown
−26.54%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
9.56%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 46% · M 22% · S 27%
Number of Stocks
—
19
Portfolio P/E
—
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
—
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%