Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Hem Securities - Dynamic Research and Emerging Asset
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%
2.22%
6 Months
0.51%
12.93%
1 Year
12.01%
12.12%
3 Years
12.45%
14.97%
5 Years
—
17.00%
Since Inception
12.40%
21.69%
Fund Age
3 yrs
6 yrs 5 mo
AUM
₹22.7 Cr
₹192.25 Cr
Alpha – 1 Year
12.36%
8.36%
Alpha – 3 Years
3.45%
4.08%
Information Ratio – 3 Years
0.50
0.38
Volatility – 1 Year
19.89%
25.64%
Volatility – 3 Years
17.57%
21.98%
Beta – 1 Year
1.18
1.38
Beta – 3 Years
1.20
1.29
Sharpe Ratio – 1 Year
0.40
0.36
Sharpe Ratio – 3 Years
0.46
0.51
Worst Rolling Year
12.43%
14.19%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−26.54%
−24.93%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
24.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
—
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%