Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
0.40%
6 Months
0.51%
4.60%
1 Year
12.01%
−5.85%
3 Years
12.45%
5.64%
5 Years
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Since Inception
12.40%
−0.46%
Fund Age
3 yrs
4 yrs 7 mo
AUM
₹22.7 Cr
₹87.75 Cr
Alpha – 1 Year
12.36%
−8.83%
Alpha – 3 Years
3.45%
−6.25%
Information Ratio – 3 Years
0.50
-0.73
Volatility – 1 Year
19.89%
16.46%
Volatility – 3 Years
17.57%
15.18%
Beta – 1 Year
1.18
0.88
Beta – 3 Years
1.20
0.84
Sharpe Ratio – 1 Year
0.40
-0.62
Sharpe Ratio – 3 Years
0.46
0.08
Worst Rolling Year
12.43%
-2.49%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−26.54%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
12.71%
5.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%