Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.71%
6.38%
6 Months
0.51%
30.29%
1 Year
12.01%
21.45%
3 Years
12.45%
18.94%
5 Years
—
—
Since Inception
12.40%
23.25%
Fund Age
3 yrs
3 yrs 1 mo
AUM
₹22.7 Cr
₹185.04 Cr
Alpha – 1 Year
12.36%
16.73%
Alpha – 3 Years
3.45%
6.85%
Information Ratio – 3 Years
0.50
0.59
Volatility – 1 Year
19.89%
29.11%
Volatility – 3 Years
17.57%
25.42%
Beta – 1 Year
1.18
1.26
Beta – 3 Years
1.20
1.13
Sharpe Ratio – 1 Year
0.40
0.62
Sharpe Ratio – 3 Years
0.46
0.60
Worst Rolling Year
12.43%
18.95%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−26.54%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
—
Number of Stocks
—
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
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Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%