Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Incred-Small & MidCap 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%
4.27%
6 Months
0.51%
−8.15%
1 Year
12.01%
−5.39%
3 Years
12.45%
10.81%
5 Years
—
—
Since Inception
12.40%
11.07%
Fund Age
3 yrs
5 yrs
AUM
₹22.7 Cr
₹121.08 Cr
Alpha – 1 Year
12.36%
−5.32%
Alpha – 3 Years
3.45%
−2.65%
Information Ratio – 3 Years
0.50
-0.15
Volatility – 1 Year
19.89%
24.51%
Volatility – 3 Years
17.57%
24.85%
Beta – 1 Year
1.18
1.17
Beta – 3 Years
1.20
1.18
Sharpe Ratio – 1 Year
0.40
-0.34
Sharpe Ratio – 3 Years
0.46
0.32
Worst Rolling Year
12.43%
9.88%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−26.54%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%