Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
1.70%
6 Months
0.51%
9.08%
1 Year
12.01%
−2.99%
3 Years
12.45%
5.96%
5 Years
—
8.08%
Since Inception
12.40%
15.75%
Fund Age
3 yrs
7 yrs 2 mo
AUM
₹22.7 Cr
₹61.93 Cr
Alpha – 1 Year
12.36%
−7.71%
Alpha – 3 Years
3.45%
−6.13%
Information Ratio – 3 Years
0.50
-0.39
Volatility – 1 Year
19.89%
26.39%
Volatility – 3 Years
17.57%
21.38%
Beta – 1 Year
1.18
1.37
Beta – 3 Years
1.20
1.14
Sharpe Ratio – 1 Year
0.40
-0.20
Sharpe Ratio – 3 Years
0.46
0.18
Worst Rolling Year
12.43%
5.04%
Value at Worst Rolling Year
₹1.12 Cr
₹1.05 Cr
Deepest Drawdown
−26.54%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 2% · M 12% · S 82%
Number of Stocks
—
24
Portfolio P/E
—
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
—
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%