Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
−1.86%
6 Months
0.51%
0.50%
1 Year
12.01%
6.34%
3 Years
12.45%
19.74%
5 Years
—
16.62%
Since Inception
12.40%
20.10%
Fund Age
3 yrs
6 yrs 1 mo
AUM
₹22.7 Cr
₹56.91 Cr
Alpha – 1 Year
12.36%
1.64%
Alpha – 3 Years
3.45%
7.64%
Information Ratio – 3 Years
0.50
0.90
Volatility – 1 Year
19.89%
16.52%
Volatility – 3 Years
17.57%
17.18%
Beta – 1 Year
1.18
0.89
Beta – 3 Years
1.20
1.04
Sharpe Ratio – 1 Year
0.40
0.14
Sharpe Ratio – 3 Years
0.46
0.84
Worst Rolling Year
12.43%
18.93%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−26.54%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 59% · M 40%
Number of Stocks
—
20
Portfolio P/E
—
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%