Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
0.48%
6 Months
0.51%
0.17%
1 Year
12.01%
1.53%
3 Years
12.45%
6.30%
5 Years
—
7.16%
Since Inception
12.40%
16.58%
Fund Age
3 yrs
6 yrs 6 mo
AUM
₹22.7 Cr
₹182.72 Cr
Alpha – 1 Year
12.36%
−3.19%
Alpha – 3 Years
3.45%
−5.79%
Information Ratio – 3 Years
0.50
-1.15
Volatility – 1 Year
19.89%
17.17%
Volatility – 3 Years
17.57%
15.94%
Beta – 1 Year
1.18
0.97
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.40
-0.13
Sharpe Ratio – 3 Years
0.46
0.13
Worst Rolling Year
12.43%
6.16%
Value at Worst Rolling Year
₹1.12 Cr
₹1.06 Cr
Deepest Drawdown
−26.54%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
60
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 Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%