Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Estee-I-Alpha
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%
−0.25%
6 Months
0.51%
3.36%
1 Year
12.01%
7.71%
3 Years
12.45%
10.42%
5 Years
—
9.09%
Since Inception
12.40%
10.42%
Fund Age
3 yrs
16 yrs 11 mo
AUM
₹22.7 Cr
₹257.93 Cr
Alpha – 1 Year
12.36%
0.40%
Alpha – 3 Years
3.45%
2.97%
Information Ratio – 3 Years
0.50
2.62
Volatility – 1 Year
19.89%
1.99%
Volatility – 3 Years
17.57%
1.94%
Beta – 1 Year
1.18
0.35
Beta – 3 Years
1.20
0.35
Sharpe Ratio – 1 Year
0.40
1.45
Sharpe Ratio – 3 Years
0.46
3.79
Worst Rolling Year
12.43%
7.00%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−26.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%