Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
0.51%
5.19%
1 Year
12.01%
−0.45%
3 Years
12.45%
11.72%
5 Years
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Since Inception
12.40%
12.62%
Fund Age
3 yrs
3 yrs 8 mo
AUM
₹22.7 Cr
₹42.96 Cr
Alpha – 1 Year
12.36%
−3.43%
Alpha – 3 Years
3.45%
−0.17%
Information Ratio – 3 Years
0.50
-0.16
Volatility – 1 Year
19.89%
16.93%
Volatility – 3 Years
17.57%
15.20%
Beta – 1 Year
1.18
0.92
Beta – 3 Years
1.20
0.91
Sharpe Ratio – 1 Year
0.40
-0.27
Sharpe Ratio – 3 Years
0.46
0.45
Worst Rolling Year
12.43%
11.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.12 Cr
Deepest Drawdown
−26.54%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
L 39% · M 39% · S 22%
Number of Stocks
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Portfolio P/E
—
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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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%