Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Avestha - Growth
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%
0.64%
6 Months
0.51%
21.51%
1 Year
12.01%
15.87%
3 Years
12.45%
14.38%
5 Years
—
17.96%
Since Inception
12.40%
16.82%
Fund Age
3 yrs
8 yrs 9 mo
AUM
₹22.7 Cr
₹1,503.25 Cr
Alpha – 1 Year
12.36%
11.15%
Alpha – 3 Years
3.45%
2.29%
Information Ratio – 3 Years
0.50
0.39
Volatility – 1 Year
19.89%
27.51%
Volatility – 3 Years
17.57%
22.70%
Beta – 1 Year
1.18
1.48
Beta – 3 Years
1.20
1.25
Sharpe Ratio – 1 Year
0.40
0.47
Sharpe Ratio – 3 Years
0.46
0.50
Worst Rolling Year
12.43%
1.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.02 Cr
Deepest Drawdown
−26.54%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 12% · M 19% · S 67%
Number of Stocks
—
17
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%