Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Oro-alpha compounders
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%
2.98%
6 Months
0.51%
−0.13%
1 Year
12.01%
−2.80%
3 Years
12.45%
13.20%
5 Years
—
—
Since Inception
12.40%
13.51%
Fund Age
3 yrs
3 yrs 8 mo
AUM
₹22.7 Cr
₹30.6 Cr
Alpha – 1 Year
12.36%
−5.78%
Alpha – 3 Years
3.45%
1.30%
Information Ratio – 3 Years
0.50
0.16
Volatility – 1 Year
19.89%
16.62%
Volatility – 3 Years
17.57%
16.99%
Beta – 1 Year
1.18
0.93
Beta – 3 Years
1.20
1.05
Sharpe Ratio – 1 Year
0.40
-0.42
Sharpe Ratio – 3 Years
0.46
0.50
Worst Rolling Year
12.43%
13.00%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−26.54%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
17.04%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%