Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
4.17%
6 Months
0.51%
19.62%
1 Year
12.01%
12.19%
3 Years
12.45%
23.51%
5 Years
—
13.96%
Since Inception
12.40%
23.13%
Fund Age
3 yrs
6 yrs 7 mo
AUM
₹22.7 Cr
₹2,332.81 Cr
Alpha – 1 Year
12.36%
9.21%
Alpha – 3 Years
3.45%
11.63%
Information Ratio – 3 Years
0.50
0.83
Volatility – 1 Year
19.89%
26.11%
Volatility – 3 Years
17.57%
21.82%
Beta – 1 Year
1.18
1.32
Beta – 3 Years
1.20
1.14
Sharpe Ratio – 1 Year
0.40
0.33
Sharpe Ratio – 3 Years
0.46
0.83
Worst Rolling Year
12.43%
12.50%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−26.54%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%