Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Marcellus - Kings of Capital
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%
0.50%
6 Months
0.51%
2.02%
1 Year
12.01%
0.60%
3 Years
12.45%
8.21%
5 Years
—
5.75%
Since Inception
12.40%
9.73%
Fund Age
3 yrs
6 yrs
AUM
₹22.7 Cr
₹128.19 Cr
Alpha – 1 Year
12.36%
1.03%
Alpha – 3 Years
3.45%
−0.36%
Information Ratio – 3 Years
0.50
0.12
Volatility – 1 Year
19.89%
19.24%
Volatility – 3 Years
17.57%
14.76%
Beta – 1 Year
1.18
1.13
Beta – 3 Years
1.20
0.95
Sharpe Ratio – 1 Year
0.40
-0.16
Sharpe Ratio – 3 Years
0.46
0.24
Worst Rolling Year
12.43%
0.20%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−26.54%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
12.71%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%