Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Eureka signature approach
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
0.53%
6 Months
0.51%
8.20%
1 Year
12.01%
10.87%
3 Years
12.45%
16.09%
5 Years
—
14.49%
Since Inception
12.40%
9.93%
Fund Age
3 yrs
8 yrs 9 mo
AUM
₹22.7 Cr
₹64.23 Cr
Alpha – 1 Year
12.36%
7.11%
Alpha – 3 Years
3.45%
5.20%
Information Ratio – 3 Years
0.50
0.63
Volatility – 1 Year
19.89%
21.13%
Volatility – 3 Years
17.57%
19.82%
Beta – 1 Year
1.18
1.16
Beta – 3 Years
1.20
1.20
Sharpe Ratio – 1 Year
0.40
0.35
Sharpe Ratio – 3 Years
0.46
0.59
Worst Rolling Year
12.43%
-6.69%
Value at Worst Rolling Year
₹1.12 Cr
₹0.93 Cr
Deepest Drawdown
−26.54%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
12.71%
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 25% · M 25% · S 42%
Number of Stocks
—
42
Portfolio P/E
—
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / –