Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
−0.96%
6 Months
0.51%
0.48%
1 Year
12.01%
5.92%
3 Years
12.45%
7.42%
5 Years
—
7.02%
Since Inception
12.40%
14.49%
Fund Age
3 yrs
14 yrs 5 mo
AUM
₹22.7 Cr
₹332.27 Cr
Alpha – 1 Year
12.36%
6.27%
Alpha – 3 Years
3.45%
−1.58%
Information Ratio – 3 Years
0.50
-0.22
Volatility – 1 Year
19.89%
17.19%
Volatility – 3 Years
17.57%
15.80%
Beta – 1 Year
1.18
1.07
Beta – 3 Years
1.20
1.06
Sharpe Ratio – 1 Year
0.40
0.12
Sharpe Ratio – 3 Years
0.46
0.21
Worst Rolling Year
12.43%
-8.23%
Value at Worst Rolling Year
₹1.12 Cr
₹0.92 Cr
Deepest Drawdown
−26.54%
−19.80%
Recovery Period
Not yet recovered
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
12.71%
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 58% · M 13% · S 28%
Number of Stocks
—
27
Portfolio P/E
—
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
—
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%