Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
0.51%
24.70%
1 Year
12.01%
21.80%
3 Years
12.45%
16.46%
5 Years
—
12.29%
Since Inception
12.40%
17.31%
Fund Age
3 yrs
7 yrs 2 mo
AUM
₹22.7 Cr
₹328.39 Cr
Alpha – 1 Year
12.36%
22.15%
Alpha – 3 Years
3.45%
7.46%
Information Ratio – 3 Years
0.50
1.55
Volatility – 1 Year
19.89%
22.56%
Volatility – 3 Years
17.57%
18.01%
Beta – 1 Year
1.18
1.10
Beta – 3 Years
1.20
0.98
Sharpe Ratio – 1 Year
0.40
0.85
Sharpe Ratio – 3 Years
0.46
1.07
Worst Rolling Year
12.43%
7.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−26.54%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%