Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
InCred Capital - Multicap 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%
6.10%
6 Months
0.51%
8.11%
1 Year
12.01%
−2.73%
3 Years
12.45%
11.42%
5 Years
—
12.09%
Since Inception
12.40%
13.75%
Fund Age
3 yrs
5 yrs 5 mo
AUM
₹22.7 Cr
₹205.48 Cr
Alpha – 1 Year
12.36%
−5.71%
Alpha – 3 Years
3.45%
−0.47%
Information Ratio – 3 Years
0.50
-0.07
Volatility – 1 Year
19.89%
23.93%
Volatility – 3 Years
17.57%
22.69%
Beta – 1 Year
1.18
1.24
Beta – 3 Years
1.20
1.17
Sharpe Ratio – 1 Year
0.40
-0.23
Sharpe Ratio – 3 Years
0.46
0.35
Worst Rolling Year
12.43%
11.05%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−26.54%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 28% · M 36% · S 34%
Number of Stocks
—
29
Portfolio P/E
—
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
—
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%