Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
5.36%
6 Months
0.51%
17.83%
1 Year
12.01%
22.60%
3 Years
12.45%
18.89%
5 Years
—
16.73%
Since Inception
12.40%
18.63%
Fund Age
3 yrs
5 yrs 2 mo
AUM
₹22.7 Cr
₹146.97 Cr
Alpha – 1 Year
12.36%
17.88%
Alpha – 3 Years
3.45%
6.80%
Information Ratio – 3 Years
0.50
0.75
Volatility – 1 Year
19.89%
20.18%
Volatility – 3 Years
17.57%
16.94%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
1.20
0.94
Sharpe Ratio – 1 Year
0.40
0.85
Sharpe Ratio – 3 Years
0.46
0.80
Worst Rolling Year
12.43%
15.50%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−26.54%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 20% · M 19% · S 58%
Number of Stocks
—
32
Portfolio P/E
—
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
—
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%