Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
0.51%
2.04%
1 Year
12.01%
13.04%
3 Years
12.45%
15.74%
5 Years
—
14.15%
Since Inception
12.40%
15.13%
Fund Age
3 yrs
14 yrs 1 mo
AUM
₹22.7 Cr
₹850.7 Cr
Alpha – 1 Year
12.36%
13.39%
Alpha – 3 Years
3.45%
6.74%
Information Ratio – 3 Years
0.50
1.02
Volatility – 1 Year
19.89%
18.01%
Volatility – 3 Years
17.57%
15.42%
Beta – 1 Year
1.18
1.04
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.40
0.48
Sharpe Ratio – 3 Years
0.46
0.76
Worst Rolling Year
12.43%
-19.06%
Value at Worst Rolling Year
₹1.12 Cr
₹0.81 Cr
Deepest Drawdown
−26.54%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
12.71%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 99%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%