Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Counter Cyclical - Diversified Long Term Value
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%
4.89%
6 Months
0.51%
26.09%
1 Year
12.01%
14.74%
3 Years
12.45%
18.63%
5 Years
—
29.18%
Since Inception
12.40%
45.31%
Fund Age
3 yrs
7 yrs 1 mo
AUM
₹22.7 Cr
₹1,025.6 Cr
Alpha – 1 Year
12.36%
10.02%
Alpha – 3 Years
3.45%
6.54%
Information Ratio – 3 Years
0.50
0.41
Volatility – 1 Year
19.89%
29.04%
Volatility – 3 Years
17.57%
23.98%
Beta – 1 Year
1.18
1.50
Beta – 3 Years
1.20
1.19
Sharpe Ratio – 1 Year
0.40
0.42
Sharpe Ratio – 3 Years
0.46
0.61
Worst Rolling Year
12.43%
17.65%
Value at Worst Rolling Year
₹1.12 Cr
₹1.18 Cr
Deepest Drawdown
−26.54%
−31.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
48.53%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
S 95%
Number of Stocks
—
182
Portfolio P/E
—
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
—
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%