Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
NARNOLIA MULTI-ASSET STRATEGY
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%
1.00%
6 Months
0.51%
7.03%
1 Year
12.01%
8.97%
3 Years
12.45%
12.56%
5 Years
—
10.89%
Since Inception
12.40%
15.48%
Fund Age
3 yrs
7 yrs
AUM
₹22.7 Cr
₹3.36 Cr
Alpha – 1 Year
12.36%
9.32%
Alpha – 3 Years
3.45%
3.56%
Information Ratio – 3 Years
0.50
0.54
Volatility – 1 Year
19.89%
8.58%
Volatility – 3 Years
17.57%
12.10%
Beta – 1 Year
1.18
0.48
Beta – 3 Years
1.20
0.78
Sharpe Ratio – 1 Year
0.40
0.43
Sharpe Ratio – 3 Years
0.46
0.61
Worst Rolling Year
12.43%
9.53%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−26.54%
−17.45%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
16.23%
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%
—
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%