Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Kotak Pioneer Model Strategy Conservative
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%
0.76%
6 Months
0.51%
−3.76%
1 Year
12.01%
22.86%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
13.01%
Fund Age
3 yrs
4 yrs 1 mo
AUM
₹22.7 Cr
₹1.16 Cr
Alpha – 1 Year
12.36%
16.15%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
0.30
Volatility – 1 Year
19.89%
15.51%
Volatility – 3 Years
17.57%
9.32%
Beta – 1 Year
1.18
0.62
Beta – 3 Years
1.20
0.45
Sharpe Ratio – 1 Year
0.40
1.06
Sharpe Ratio – 3 Years
0.46
0.93
Worst Rolling Year
12.43%
9.06%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−26.54%
−13.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
14.57%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –