Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Centrum PMS - Flexi Cap
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%
1.04%
6 Months
0.51%
0.68%
1 Year
12.01%
4.83%
3 Years
12.45%
11.13%
5 Years
—
9.90%
Since Inception
12.40%
12.28%
Fund Age
3 yrs
15 yrs 2 mo
AUM
₹22.7 Cr
₹29.37 Cr
Alpha – 1 Year
12.36%
0.11%
Alpha – 3 Years
3.45%
−0.96%
Information Ratio – 3 Years
0.50
-0.05
Volatility – 1 Year
19.89%
19.36%
Volatility – 3 Years
17.57%
17.04%
Beta – 1 Year
1.18
1.09
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.40
0.06
Sharpe Ratio – 3 Years
0.46
0.43
Worst Rolling Year
12.43%
-9.48%
Value at Worst Rolling Year
₹1.12 Cr
₹0.91 Cr
Deepest Drawdown
−26.54%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
12.71%
15.70%
5-Year Rolling Windows Positive
—
98.37%
Market-Cap Mix
L 99%
L 58% · M 7% · S 23%
Number of Stocks
—
23
Portfolio P/E
—
35.03
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 · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
—
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%