Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Capitalmind - Surge India
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%
−2.53%
6 Months
0.51%
2.18%
1 Year
12.01%
−4.96%
3 Years
12.45%
15.69%
5 Years
—
15.58%
Since Inception
12.40%
10.95%
Fund Age
3 yrs
8 yrs 8 mo
AUM
₹22.7 Cr
₹649.19 Cr
Alpha – 1 Year
12.36%
−4.53%
Alpha – 3 Years
3.45%
7.12%
Information Ratio – 3 Years
0.50
0.60
Volatility – 1 Year
19.89%
15.34%
Volatility – 3 Years
17.57%
18.43%
Beta – 1 Year
1.18
0.74
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.40
-0.61
Sharpe Ratio – 3 Years
0.46
0.59
Worst Rolling Year
12.43%
-6.10%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−26.54%
−22.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
91.42%
Median Rolling Year
12.71%
20.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%