Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
0.51%
6.20%
1 Year
12.01%
9.45%
3 Years
12.45%
11.74%
5 Years
—
—
Since Inception
12.40%
12.77%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹22.7 Cr
₹223.43 Cr
Alpha – 1 Year
12.36%
9.88%
Alpha – 3 Years
3.45%
3.17%
Information Ratio – 3 Years
0.50
0.40
Volatility – 1 Year
19.89%
16.24%
Volatility – 3 Years
17.57%
16.22%
Beta – 1 Year
1.18
0.89
Beta – 3 Years
1.20
1.02
Sharpe Ratio – 1 Year
0.40
0.30
Sharpe Ratio – 3 Years
0.46
0.44
Worst Rolling Year
12.43%
11.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−26.54%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
13.89%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 45% · M 31% · S 19%
Number of Stocks
—
96
Portfolio P/E
—
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
—
1.35% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%