Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
BB Bluechip
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%
3.28%
6 Months
0.51%
16.54%
1 Year
12.01%
15.86%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
29.22%
Fund Age
3 yrs
17 mo
AUM
₹22.7 Cr
₹12.45 Cr
Alpha – 1 Year
12.36%
12.88%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
23.63%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
1.27
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.50
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−13.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 53% · M 1% · S 36%
Number of Stocks
—
16
Portfolio P/E
—
18.79
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%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
—
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%