Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Bay India Opportunities Portfolio
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%
2.14%
6 Months
0.51%
7.28%
1 Year
12.01%
−4.68%
3 Years
12.45%
6.16%
5 Years
—
—
Since Inception
12.40%
11.66%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹22.7 Cr
₹81.86 Cr
Alpha – 1 Year
12.36%
−4.33%
Alpha – 3 Years
3.45%
−2.84%
Information Ratio – 3 Years
0.50
-0.28
Volatility – 1 Year
19.89%
18.83%
Volatility – 3 Years
17.57%
15.47%
Beta – 1 Year
1.18
1.02
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
0.40
-0.44
Sharpe Ratio – 3 Years
0.46
0.12
Worst Rolling Year
12.43%
6.16%
Value at Worst Rolling Year
₹1.12 Cr
₹1.06 Cr
Deepest Drawdown
−26.54%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
8.85%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 11% · M 21% · S 66%
Number of Stocks
—
25
Portfolio P/E
—
24.93
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%
—
Top Sectors
—
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0.5%