Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Helios - India Rising PMS
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%
0.02%
6 Months
0.51%
5.63%
1 Year
12.01%
4.60%
3 Years
12.45%
14.51%
5 Years
—
12.90%
Since Inception
12.40%
19.56%
Fund Age
3 yrs
6 yrs 4 mo
AUM
₹22.7 Cr
₹1,566.43 Cr
Alpha – 1 Year
12.36%
1.62%
Alpha – 3 Years
3.45%
2.62%
Information Ratio – 3 Years
0.50
0.58
Volatility – 1 Year
19.89%
21.65%
Volatility – 3 Years
17.57%
16.64%
Beta – 1 Year
1.18
1.18
Beta – 3 Years
1.20
1.02
Sharpe Ratio – 1 Year
0.40
0.06
Sharpe Ratio – 3 Years
0.46
0.58
Worst Rolling Year
12.43%
12.32%
Value at Worst Rolling Year
₹1.12 Cr
₹1.12 Cr
Deepest Drawdown
−26.54%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 41% · M 24% · S 29%
Number of Stocks
—
42
Portfolio P/E
—
—
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%