Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
0.36%
6 Months
0.51%
5.01%
1 Year
12.01%
−5.33%
3 Years
12.45%
1.25%
5 Years
—
−1.56%
Since Inception
12.40%
10.94%
Fund Age
3 yrs
6 yrs 11 mo
AUM
₹22.7 Cr
₹122.91 Cr
Alpha – 1 Year
12.36%
−8.31%
Alpha – 3 Years
3.45%
−10.64%
Information Ratio – 3 Years
0.50
-0.98
Volatility – 1 Year
19.89%
16.35%
Volatility – 3 Years
17.57%
16.88%
Beta – 1 Year
1.18
0.87
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
0.40
-0.59
Sharpe Ratio – 3 Years
0.46
-0.17
Worst Rolling Year
12.43%
-5.79%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−26.54%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
12.71%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 99%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%