Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.71%
2.10%
6 Months
0.51%
29.13%
1 Year
12.01%
20.96%
3 Years
12.45%
17.22%
5 Years
—
—
Since Inception
12.40%
23.59%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹22.7 Cr
₹147.56 Cr
Alpha – 1 Year
12.36%
16.24%
Alpha – 3 Years
3.45%
5.13%
Information Ratio – 3 Years
0.50
0.33
Volatility – 1 Year
19.89%
30.80%
Volatility – 3 Years
17.57%
25.65%
Beta – 1 Year
1.18
1.54
Beta – 3 Years
1.20
1.41
Sharpe Ratio – 1 Year
0.40
0.58
Sharpe Ratio – 3 Years
0.46
0.54
Worst Rolling Year
12.43%
15.38%
Value at Worst Rolling Year
₹1.12 Cr
₹1.15 Cr
Deepest Drawdown
−26.54%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
21.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
L 63% · M 11% · S 17%
Number of Stocks
—
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
—
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%