Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
First Global - Indian Multi Asset Allocation
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%
1.49%
6 Months
0.51%
−0.27%
1 Year
12.01%
7.71%
3 Years
12.45%
8.88%
5 Years
—
8.76%
Since Inception
12.40%
13.52%
Fund Age
3 yrs
6 yrs 6 mo
AUM
₹22.7 Cr
₹23.87 Cr
Alpha – 1 Year
12.36%
0.17%
Alpha – 3 Years
3.45%
−2.38%
Information Ratio – 3 Years
0.50
-0.16
Volatility – 1 Year
19.89%
13.29%
Volatility – 3 Years
17.57%
12.09%
Beta – 1 Year
1.18
1.31
Beta – 3 Years
1.20
1.39
Sharpe Ratio – 1 Year
0.40
0.23
Sharpe Ratio – 3 Years
0.46
0.33
Worst Rolling Year
12.43%
8.03%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−26.54%
−16.96%
Recovery Period
Not yet recovered
334 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
14.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
66
Portfolio P/E
—
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%