Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
0.51%
32.15%
1 Year
12.01%
16.77%
3 Years
12.45%
19.00%
5 Years
—
20.10%
Since Inception
12.40%
27.01%
Fund Age
3 yrs
6 yrs 10 mo
AUM
₹22.7 Cr
₹247.64 Cr
Alpha – 1 Year
12.36%
13.79%
Alpha – 3 Years
3.45%
7.10%
Information Ratio – 3 Years
0.50
0.30
Volatility – 1 Year
19.89%
39.13%
Volatility – 3 Years
17.57%
29.47%
Beta – 1 Year
1.18
1.87
Beta – 3 Years
1.20
1.36
Sharpe Ratio – 1 Year
0.40
0.42
Sharpe Ratio – 3 Years
0.46
0.55
Worst Rolling Year
12.43%
15.03%
Value at Worst Rolling Year
₹1.12 Cr
₹1.15 Cr
Deepest Drawdown
−26.54%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
S 80%
Number of Stocks
—
42
Portfolio P/E
—
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%