Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Axis - Core & Satellite PMS
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%
0.11%
6 Months
0.51%
10.76%
1 Year
12.01%
8.14%
3 Years
12.45%
7.76%
5 Years
—
10.03%
Since Inception
12.40%
11.69%
Fund Age
3 yrs
6 yrs 8 mo
AUM
₹22.7 Cr
₹87.23 Cr
Alpha – 1 Year
12.36%
8.57%
Alpha – 3 Years
3.45%
−0.81%
Information Ratio – 3 Years
0.50
0.02
Volatility – 1 Year
19.89%
23.09%
Volatility – 3 Years
17.57%
18.26%
Beta – 1 Year
1.18
1.29
Beta – 3 Years
1.20
1.11
Sharpe Ratio – 1 Year
0.40
0.21
Sharpe Ratio – 3 Years
0.46
0.22
Worst Rolling Year
12.43%
6.59%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−26.54%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 19% · M 1% · S 70%
Number of Stocks
—
41
Portfolio P/E
—
25.23
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%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%