Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
0.67%
6 Months
0.51%
1.38%
1 Year
12.01%
7.78%
3 Years
12.45%
12.37%
5 Years
—
10.07%
Since Inception
12.40%
13.18%
Fund Age
3 yrs
6 yrs 8 mo
AUM
₹22.7 Cr
₹1.13 Cr
Alpha – 1 Year
12.36%
8.13%
Alpha – 3 Years
3.45%
3.37%
Information Ratio – 3 Years
0.50
0.42
Volatility – 1 Year
19.89%
17.12%
Volatility – 3 Years
17.57%
14.65%
Beta – 1 Year
1.18
0.93
Beta – 3 Years
1.20
0.90
Sharpe Ratio – 1 Year
0.40
0.21
Sharpe Ratio – 3 Years
0.46
0.51
Worst Rolling Year
12.43%
10.01%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−26.54%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%