Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
JM Financial - The Opportunistic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.65%
6 Months
0.51%
21.60%
1 Year
12.01%
21.16%
3 Years
12.45%
24.80%
5 Years
—
17.88%
Since Inception
12.40%
9.69%
Fund Age
3 yrs
9 yrs 2 mo
AUM
₹22.7 Cr
₹10.09 Cr
Alpha – 1 Year
12.36%
18.18%
Alpha – 3 Years
3.45%
12.91%
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
1.87%
Volatility – 3 Years
17.57%
1.87%
Beta – 1 Year
1.18
—
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
16.58
Sharpe Ratio – 3 Years
0.46
16.58
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 33% · M 13% · S 49%
Number of Stocks
—
22
Portfolio P/E
—
38.25
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
—
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%