Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Electrum - Laureate Portfolio
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%
2.93%
6 Months
0.51%
27.08%
1 Year
12.01%
22.70%
3 Years
12.45%
18.13%
5 Years
—
21.00%
Since Inception
12.40%
30.05%
Fund Age
3 yrs
5 yrs 9 mo
AUM
₹22.7 Cr
₹670.5 Cr
Alpha – 1 Year
12.36%
17.98%
Alpha – 3 Years
3.45%
6.04%
Information Ratio – 3 Years
0.50
0.67
Volatility – 1 Year
19.89%
26.20%
Volatility – 3 Years
17.57%
22.70%
Beta – 1 Year
1.18
1.32
Beta – 3 Years
1.20
1.09
Sharpe Ratio – 1 Year
0.40
0.70
Sharpe Ratio – 3 Years
0.46
0.71
Worst Rolling Year
12.43%
15.94%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−26.54%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
S 95%
Number of Stocks
—
26
Portfolio P/E
—
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%