Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Carnelian Capital - Contra Portfolio 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%
2.00%
6 Months
0.51%
4.51%
1 Year
12.01%
15.12%
3 Years
12.45%
22.90%
5 Years
—
—
Since Inception
12.40%
24.96%
Fund Age
3 yrs
4 yrs 7 mo
AUM
₹22.7 Cr
₹136 Cr
Alpha – 1 Year
12.36%
10.40%
Alpha – 3 Years
3.45%
10.82%
Information Ratio – 3 Years
0.50
1.17
Volatility – 1 Year
19.89%
19.24%
Volatility – 3 Years
17.57%
20.81%
Beta – 1 Year
1.18
1.07
Beta – 3 Years
1.20
1.25
Sharpe Ratio – 1 Year
0.40
0.55
Sharpe Ratio – 3 Years
0.46
0.85
Worst Rolling Year
12.43%
21.90%
Value at Worst Rolling Year
₹1.12 Cr
₹1.22 Cr
Deepest Drawdown
−26.54%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 53% · M 22% · S 20%
Number of Stocks
—
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
—
—
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%