Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.71%
−3.81%
6 Months
0.51%
10.86%
1 Year
12.01%
−4.49%
3 Years
12.45%
22.00%
5 Years
—
21.09%
Since Inception
12.40%
7.35%
Fund Age
3 yrs
8 yrs 9 mo
AUM
₹22.7 Cr
₹1,454.75 Cr
Alpha – 1 Year
12.36%
−7.47%
Alpha – 3 Years
3.45%
10.11%
Information Ratio – 3 Years
0.50
0.32
Volatility – 1 Year
19.89%
31.30%
Volatility – 3 Years
17.57%
27.30%
Beta – 1 Year
1.18
1.42
Beta – 3 Years
1.20
1.22
Sharpe Ratio – 1 Year
0.40
-0.18
Sharpe Ratio – 3 Years
0.46
0.66
Worst Rolling Year
12.43%
-30.88%
Value at Worst Rolling Year
₹1.12 Cr
₹0.69 Cr
Deepest Drawdown
−26.54%
−34.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
12.71%
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
L 99%
L 0% · S 88%
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%