Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
KEDIA - Multi Cap
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%
2.23%
6 Months
0.51%
7.97%
1 Year
12.01%
6.21%
3 Years
12.45%
12.78%
5 Years
—
14.19%
Since Inception
12.40%
16.41%
Fund Age
3 yrs
7 yrs 3 mo
AUM
₹22.7 Cr
₹115.97 Cr
Alpha – 1 Year
12.36%
1.49%
Alpha – 3 Years
3.45%
0.69%
Information Ratio – 3 Years
0.50
0.20
Volatility – 1 Year
19.89%
15.75%
Volatility – 3 Years
17.57%
15.69%
Beta – 1 Year
1.18
0.82
Beta – 3 Years
1.20
0.88
Sharpe Ratio – 1 Year
0.40
0.12
Sharpe Ratio – 3 Years
0.46
0.51
Worst Rolling Year
12.43%
11.84%
Value at Worst Rolling Year
₹1.12 Cr
₹1.12 Cr
Deepest Drawdown
−26.54%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
35
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%
—
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%