Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
0.51%
24.60%
1 Year
12.01%
7.56%
3 Years
12.45%
20.98%
5 Years
—
—
Since Inception
12.40%
24.10%
Fund Age
3 yrs
4 yrs 4 mo
AUM
₹22.7 Cr
₹3.89 Cr
Alpha – 1 Year
12.36%
4.58%
Alpha – 3 Years
3.45%
9.08%
Information Ratio – 3 Years
0.50
0.07
Volatility – 1 Year
19.89%
32.74%
Volatility – 3 Years
17.57%
27.24%
Beta – 1 Year
1.18
1.49
Beta – 3 Years
1.20
1.30
Sharpe Ratio – 1 Year
0.40
0.20
Sharpe Ratio – 3 Years
0.46
0.49
Worst Rolling Year
12.43%
17.91%
Value at Worst Rolling Year
₹1.12 Cr
₹1.18 Cr
Deepest Drawdown
−26.54%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
25.17%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
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—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%