Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs HDFC - All Cap Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
HDFC - All Cap Portfolio - DPMS
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%
−1.12%
6 Months
0.51%
−0.35%
1 Year
12.01%
−1.07%
3 Years
12.45%
9.62%
5 Years
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—
Since Inception
12.40%
13.16%
Fund Age
3 yrs
4 yrs 2 mo
AUM
₹22.7 Cr
₹52.82 Cr
Alpha – 1 Year
12.36%
−5.79%
Alpha – 3 Years
3.45%
−2.47%
Information Ratio – 3 Years
0.50
-0.56
Volatility – 1 Year
19.89%
17.26%
Volatility – 3 Years
17.57%
15.97%
Beta – 1 Year
1.18
0.98
Beta – 3 Years
1.20
0.98
Sharpe Ratio – 1 Year
0.40
-0.29
Sharpe Ratio – 3 Years
0.46
0.28
Worst Rolling Year
12.43%
9.59%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−26.54%
−18.05%
Recovery Period
Not yet recovered
131 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.96%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
—
1.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%