Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
0.53%
6 Months
0.51%
5.22%
1 Year
12.01%
8.94%
3 Years
12.45%
10.33%
5 Years
—
10.77%
Since Inception
12.40%
10.49%
Fund Age
3 yrs
9 yrs 9 mo
AUM
₹22.7 Cr
₹67.62 Cr
Alpha – 1 Year
12.36%
−0.44%
Alpha – 3 Years
3.45%
0.76%
Information Ratio – 3 Years
0.50
0.44
Volatility – 1 Year
19.89%
2.31%
Volatility – 3 Years
17.57%
1.38%
Beta – 1 Year
1.18
0.41
Beta – 3 Years
1.20
0.46
Sharpe Ratio – 1 Year
0.40
1.46
Sharpe Ratio – 3 Years
0.46
3.36
Worst Rolling Year
12.43%
9.87%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−26.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
—
Others · 99.75%
Government · 0.23%
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%