Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
4.57%
6 Months
0.51%
15.76%
1 Year
12.01%
22.36%
3 Years
12.45%
23.83%
5 Years
—
17.53%
Since Inception
12.40%
20.07%
Fund Age
3 yrs
7 yrs 3 mo
AUM
₹22.7 Cr
₹2,271.9 Cr
Alpha – 1 Year
12.36%
17.64%
Alpha – 3 Years
3.45%
11.75%
Information Ratio – 3 Years
0.50
1.40
Volatility – 1 Year
19.89%
21.11%
Volatility – 3 Years
17.57%
18.96%
Beta – 1 Year
1.18
1.17
Beta – 3 Years
1.20
1.12
Sharpe Ratio – 1 Year
0.40
0.81
Sharpe Ratio – 3 Years
0.46
0.96
Worst Rolling Year
12.43%
10.25%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−26.54%
−19.83%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 30% · M 46% · S 22%
Number of Stocks
—
30
Portfolio P/E
—
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%