Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Bonanza - Edge
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%
4.43%
6 Months
0.51%
22.24%
1 Year
12.01%
21.33%
3 Years
12.45%
15.83%
5 Years
—
20.63%
Since Inception
12.40%
19.53%
Fund Age
3 yrs
11 yrs
AUM
₹22.7 Cr
₹101.92 Cr
Alpha – 1 Year
12.36%
21.68%
Alpha – 3 Years
3.45%
6.83%
Information Ratio – 3 Years
0.50
0.61
Volatility – 1 Year
19.89%
21.87%
Volatility – 3 Years
17.57%
21.68%
Beta – 1 Year
1.18
1.10
Beta – 3 Years
1.20
1.12
Sharpe Ratio – 1 Year
0.40
0.75
Sharpe Ratio – 3 Years
0.46
0.65
Worst Rolling Year
12.43%
-17.09%
Value at Worst Rolling Year
₹1.12 Cr
₹0.83 Cr
Deepest Drawdown
−26.54%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
12.71%
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 15% · M 12% · S 59%
Number of Stocks
—
65
Portfolio P/E
—
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
—
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%