Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
3.22%
6 Months
0.51%
21.55%
1 Year
12.01%
12.76%
3 Years
12.45%
17.77%
5 Years
—
17.56%
Since Inception
12.40%
17.72%
Fund Age
3 yrs
6 yrs 8 mo
AUM
₹22.7 Cr
₹42.03 Cr
Alpha – 1 Year
12.36%
8.04%
Alpha – 3 Years
3.45%
5.68%
Information Ratio – 3 Years
0.50
0.47
Volatility – 1 Year
19.89%
28.82%
Volatility – 3 Years
17.57%
20.90%
Beta – 1 Year
1.18
1.51
Beta – 3 Years
1.20
1.13
Sharpe Ratio – 1 Year
0.40
0.37
Sharpe Ratio – 3 Years
0.46
0.64
Worst Rolling Year
12.43%
11.09%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−26.54%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%