Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.71%
2.75%
6 Months
0.51%
26.95%
1 Year
12.01%
13.12%
3 Years
12.45%
17.80%
5 Years
—
15.04%
Since Inception
12.40%
22.70%
Fund Age
3 yrs
8 yrs
AUM
₹22.7 Cr
₹357.26 Cr
Alpha – 1 Year
12.36%
10.14%
Alpha – 3 Years
3.45%
5.90%
Information Ratio – 3 Years
0.50
0.31
Volatility – 1 Year
19.89%
32.38%
Volatility – 3 Years
17.57%
25.45%
Beta – 1 Year
1.18
1.68
Beta – 3 Years
1.20
1.37
Sharpe Ratio – 1 Year
0.40
0.36
Sharpe Ratio – 3 Years
0.46
0.56
Worst Rolling Year
12.43%
11.19%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−26.54%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%