Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.71%
5.27%
6 Months
0.51%
15.28%
1 Year
12.01%
11.46%
3 Years
12.45%
12.93%
5 Years
—
14.25%
Since Inception
12.40%
20.43%
Fund Age
3 yrs
8 yrs 1 mo
AUM
₹22.7 Cr
₹7.34 Cr
Alpha – 1 Year
12.36%
11.81%
Alpha – 3 Years
3.45%
3.93%
Information Ratio – 3 Years
0.50
0.17
Volatility – 1 Year
19.89%
25.10%
Volatility – 3 Years
17.57%
27.35%
Beta – 1 Year
1.18
1.24
Beta – 3 Years
1.20
1.14
Sharpe Ratio – 1 Year
0.40
0.33
Sharpe Ratio – 3 Years
0.46
0.39
Worst Rolling Year
12.43%
12.27%
Value at Worst Rolling Year
₹1.12 Cr
₹1.12 Cr
Deepest Drawdown
−26.54%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
29.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 8% · M 5% · S 83%
Number of Stocks
—
33
Portfolio P/E
—
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
—
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%