Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Neo Yield Enhancer
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Neo Yield Enhancer
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%
0.79%
6 Months
0.51%
4.98%
1 Year
12.01%
10.56%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
11.26%
Fund Age
3 yrs
2 yrs 8 mo
AUM
₹22.7 Cr
₹1,889.65 Cr
Alpha – 1 Year
12.36%
9.31%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
0.27%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
0.04
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
17.75
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
—
Number of Stocks
—
54
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%
HSBC Overnight Fund - Direct (G) · 12.29%
KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%
Cash & Cash Equivalent · 6.42%
9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%
PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%
Top Sectors
—
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%