Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
MoneyGrow Asset-Large Midcap
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%
1.12%
6 Months
0.51%
9.15%
1 Year
12.01%
11.50%
3 Years
12.45%
15.21%
5 Years
—
—
Since Inception
12.40%
17.99%
Fund Age
3 yrs
3 yrs 4 mo
AUM
₹22.7 Cr
₹113.51 Cr
Alpha – 1 Year
12.36%
11.85%
Alpha – 3 Years
3.45%
6.21%
Information Ratio – 3 Years
0.50
0.97
Volatility – 1 Year
19.89%
21.57%
Volatility – 3 Years
17.57%
16.25%
Beta – 1 Year
1.18
1.26
Beta – 3 Years
1.20
1.09
Sharpe Ratio – 1 Year
0.40
0.37
Sharpe Ratio – 3 Years
0.46
0.63
Worst Rolling Year
12.43%
14.24%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−26.54%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.47%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 33% · M 28% · S 38%
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%
—
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%