Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
0.51%
19.15%
1 Year
12.01%
14.85%
3 Years
12.45%
14.64%
5 Years
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—
Since Inception
12.40%
15.52%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹22.7 Cr
₹213.16 Cr
Alpha – 1 Year
12.36%
10.13%
Alpha – 3 Years
3.45%
2.55%
Information Ratio – 3 Years
0.50
0.17
Volatility – 1 Year
19.89%
28.62%
Volatility – 3 Years
17.57%
24.62%
Beta – 1 Year
1.18
1.48
Beta – 3 Years
1.20
1.33
Sharpe Ratio – 1 Year
0.40
0.43
Sharpe Ratio – 3 Years
0.46
0.46
Worst Rolling Year
12.43%
12.87%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−26.54%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
15.08%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
—
33
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%
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Top Sectors
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%