Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
1.68%
6 Months
0.51%
12.22%
1 Year
12.01%
16.41%
3 Years
12.45%
12.88%
5 Years
—
—
Since Inception
12.40%
15.20%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹22.7 Cr
₹890.3 Cr
Alpha – 1 Year
12.36%
11.69%
Alpha – 3 Years
3.45%
0.79%
Information Ratio – 3 Years
0.50
0.11
Volatility – 1 Year
19.89%
18.16%
Volatility – 3 Years
17.57%
14.87%
Beta – 1 Year
1.18
0.92
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
0.40
0.64
Sharpe Ratio – 3 Years
0.46
0.54
Worst Rolling Year
12.43%
11.39%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−26.54%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
13.55%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 31% · M 50% · S 18%
Number of Stocks
—
20
Portfolio P/E
—
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Top Sectors
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—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%