Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Master Trust India Growth Strategy
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%
5.45%
6 Months
0.51%
16.85%
1 Year
12.01%
9.30%
3 Years
12.45%
14.05%
5 Years
—
14.30%
Since Inception
12.40%
24.29%
Fund Age
3 yrs
14 yrs 10 mo
AUM
₹22.7 Cr
₹372.24 Cr
Alpha – 1 Year
12.36%
4.58%
Alpha – 3 Years
3.45%
1.97%
Information Ratio – 3 Years
0.50
0.33
Volatility – 1 Year
19.89%
21.18%
Volatility – 3 Years
17.57%
20.18%
Beta – 1 Year
1.18
1.04
Beta – 3 Years
1.20
1.12
Sharpe Ratio – 1 Year
0.40
0.27
Sharpe Ratio – 3 Years
0.46
0.49
Worst Rolling Year
12.43%
-10.46%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−26.54%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
12.71%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 0.5%