Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Karma - Wealth Builder
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%
4.30%
6 Months
0.51%
9.50%
1 Year
12.01%
10.30%
3 Years
12.45%
13.40%
5 Years
—
13.85%
Since Inception
12.40%
12.90%
Fund Age
3 yrs
19 yrs 8 mo
AUM
₹22.7 Cr
₹295.65 Cr
Alpha – 1 Year
12.36%
5.60%
Alpha – 3 Years
3.45%
1.30%
Information Ratio – 3 Years
0.50
0.46
Volatility – 1 Year
19.89%
20.18%
Volatility – 3 Years
17.57%
17.30%
Beta – 1 Year
1.18
1.09
Beta – 3 Years
1.20
1.05
Sharpe Ratio – 1 Year
0.40
0.32
Sharpe Ratio – 3 Years
0.46
0.49
Worst Rolling Year
12.43%
-20.52%
Value at Worst Rolling Year
₹1.12 Cr
₹0.79 Cr
Deepest Drawdown
−26.54%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
12.71%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 99%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –