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Alchemy Alpha 100 vs Citrus Midcap Marvels

Alchemy Alpha 100

Citrus Midcap Marvels

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Growth of ₹1 Crore

Alchemy Alpha 100

Citrus Midcap Marvels

Return for the risk

3 yrs return

10%

15%

20%

NIFTY 50 Total Return Index · 9%

Alchemy Alpha 100

12.4% • vol 17.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.71%

−0.33%

6 Months

0.51%

18.87%

1 Year

12.01%

8.88%

3 Years

12.45%

5.83%

5 Years

—

Since Inception

12.40%

5.95%

Fund Age

3 yrs

AUM

₹22.7 Cr

₹34.2 Cr

Alpha – 1 Year

12.36%

4.16%

Alpha – 3 Years

3.45%

−6.26%

Information Ratio – 3 Years

0.50

—

Volatility – 1 Year

19.89%

—

Volatility – 3 Years

17.57%

—

Beta – 1 Year

1.18

—

Beta – 3 Years

1.20

—

Sharpe Ratio – 1 Year

0.40

—

Sharpe Ratio – 3 Years

0.46

—

Worst Rolling Year

12.43%

—

Value at Worst Rolling Year

₹1.12 Cr

—

Deepest Drawdown

−26.54%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

12.71%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 99%

M 24% · S 69%

Number of Stocks

—

Portfolio P/E

—

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%

Jana Small Finance Bank Ltd · 5.14%

Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%

Thyrocare Technologies Ltd · 4.74%

Gokaldas Exports Ltd · 4.70%

PNB Housing Finance Ltd · 4.48%

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 1% / –

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