Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
0.51%
3.53%
1 Year
12.01%
−0.08%
3 Years
12.45%
14.56%
5 Years
—
12.33%
Since Inception
12.40%
18.88%
Fund Age
3 yrs
16 yrs 7 mo
AUM
₹22.7 Cr
₹1,574.57 Cr
Alpha – 1 Year
12.36%
0.35%
Alpha – 3 Years
3.45%
5.99%
Information Ratio – 3 Years
0.50
0.72
Volatility – 1 Year
19.89%
16.64%
Volatility – 3 Years
17.57%
15.28%
Beta – 1 Year
1.18
0.97
Beta – 3 Years
1.20
0.94
Sharpe Ratio – 1 Year
0.40
-0.25
Sharpe Ratio – 3 Years
0.46
0.61
Worst Rolling Year
12.43%
-0.31%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−26.54%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
12.71%
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 39% · M 8% · S 47%
Number of Stocks
—
33
Portfolio P/E
—
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%