Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.85%
6 Months
0.51%
22.81%
1 Year
12.01%
15.74%
3 Years
12.45%
19.34%
5 Years
—
—
Since Inception
12.40%
24.49%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹22.7 Cr
₹446.96 Cr
Alpha – 1 Year
12.36%
11.02%
Alpha – 3 Years
3.45%
7.25%
Information Ratio – 3 Years
0.50
0.86
Volatility – 1 Year
19.89%
23.09%
Volatility – 3 Years
17.57%
17.79%
Beta – 1 Year
1.18
1.11
Beta – 3 Years
1.20
0.93
Sharpe Ratio – 1 Year
0.40
0.51
Sharpe Ratio – 3 Years
0.46
0.79
Worst Rolling Year
12.43%
19.32%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−26.54%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 19% · S 80%
Number of Stocks
—
30
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—