Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
PGIM India Equity Portfolio
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%
3.44%
6 Months
0.51%
14.84%
1 Year
12.01%
−4.03%
3 Years
12.45%
5.65%
5 Years
—
—
Since Inception
12.40%
11.22%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹22.7 Cr
₹83.14 Cr
Alpha – 1 Year
12.36%
−3.68%
Alpha – 3 Years
3.45%
−3.35%
Information Ratio – 3 Years
0.50
-0.26
Volatility – 1 Year
19.89%
22.60%
Volatility – 3 Years
17.57%
18.97%
Beta – 1 Year
1.18
1.04
Beta – 3 Years
1.20
1.04
Sharpe Ratio – 1 Year
0.40
-0.31
Sharpe Ratio – 3 Years
0.46
0.11
Worst Rolling Year
12.43%
4.98%
Value at Worst Rolling Year
₹1.12 Cr
₹1.05 Cr
Deepest Drawdown
−26.54%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
7.75%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 9% · M 28% · S 60%
Number of Stocks
—
27
Portfolio P/E
—
28.70
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 · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%