Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
0.51%
4.79%
1 Year
12.01%
−0.59%
3 Years
12.45%
11.57%
5 Years
—
13.86%
Since Inception
12.40%
15.96%
Fund Age
3 yrs
5 yrs 5 mo
AUM
₹22.7 Cr
₹45.81 Cr
Alpha – 1 Year
12.36%
−5.31%
Alpha – 3 Years
3.45%
−0.52%
Information Ratio – 3 Years
0.50
-0.06
Volatility – 1 Year
19.89%
21.96%
Volatility – 3 Years
17.57%
17.35%
Beta – 1 Year
1.18
1.19
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.40
-0.16
Sharpe Ratio – 3 Years
0.46
0.42
Worst Rolling Year
12.43%
10.84%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−26.54%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%