Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
0.51%
2.75%
1 Year
12.01%
19.54%
3 Years
12.45%
16.88%
5 Years
—
17.69%
Since Inception
12.40%
15.84%
Fund Age
3 yrs
8 yrs
AUM
₹22.7 Cr
₹335.72 Cr
Alpha – 1 Year
12.36%
19.89%
Alpha – 3 Years
3.45%
7.88%
Information Ratio – 3 Years
0.50
0.91
Volatility – 1 Year
19.89%
22.09%
Volatility – 3 Years
17.57%
17.60%
Beta – 1 Year
1.18
1.28
Beta – 3 Years
1.20
1.08
Sharpe Ratio – 1 Year
0.40
0.68
Sharpe Ratio – 3 Years
0.46
0.74
Worst Rolling Year
12.43%
9.01%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−26.54%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 57% · M 6% · S 37%
Number of Stocks
—
192
Portfolio P/E
—
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
—
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%