Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Invesco - Challengers
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%
1.41%
6 Months
0.51%
13.18%
1 Year
12.01%
2.91%
3 Years
12.45%
14.27%
5 Years
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Since Inception
12.40%
11.83%
Fund Age
3 yrs
4 yrs 11 mo
AUM
₹22.7 Cr
₹31.01 Cr
Alpha – 1 Year
12.36%
−1.81%
Alpha – 3 Years
3.45%
2.18%
Information Ratio – 3 Years
0.50
0.24
Volatility – 1 Year
19.89%
18.67%
Volatility – 3 Years
17.57%
17.11%
Beta – 1 Year
1.18
0.97
Beta – 3 Years
1.20
0.95
Sharpe Ratio – 1 Year
0.40
-0.04
Sharpe Ratio – 3 Years
0.46
0.56
Worst Rolling Year
12.43%
12.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−26.54%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
L 37% · M 30% · S 33%
Number of Stocks
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26
Portfolio P/E
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54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
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Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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