Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Karma Capital Magnolia
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%
0.10%
6 Months
0.51%
8.00%
1 Year
12.01%
6.50%
3 Years
12.45%
11.40%
5 Years
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—
Since Inception
12.40%
13.00%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹22.7 Cr
₹9.42 Cr
Alpha – 1 Year
12.36%
1.80%
Alpha – 3 Years
3.45%
−0.70%
Information Ratio – 3 Years
0.50
-0.20
Volatility – 1 Year
19.89%
21.60%
Volatility – 3 Years
17.57%
16.09%
Beta – 1 Year
1.18
1.19
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.40
0.17
Sharpe Ratio – 3 Years
0.46
0.37
Worst Rolling Year
12.43%
8.82%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−26.54%
−17.53%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
13.10%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
L 51% · M 15% · S 33%
Number of Stocks
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—
Portfolio P/E
—
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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%
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.1% / – / 0%