Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
0.51%
8.08%
1 Year
12.01%
10.16%
3 Years
12.45%
15.60%
5 Years
—
—
Since Inception
12.40%
19.84%
Fund Age
3 yrs
6 yrs 11 mo
AUM
₹22.7 Cr
₹3.18 Cr
Alpha – 1 Year
12.36%
7.18%
Alpha – 3 Years
3.45%
3.72%
Information Ratio – 3 Years
0.50
0.60
Volatility – 1 Year
19.89%
19.93%
Volatility – 3 Years
17.57%
18.09%
Beta – 1 Year
1.18
1.12
Beta – 3 Years
1.20
1.14
Sharpe Ratio – 1 Year
0.40
0.31
Sharpe Ratio – 3 Years
0.46
0.60
Worst Rolling Year
12.43%
14.68%
Value at Worst Rolling Year
₹1.12 Cr
₹1.15 Cr
Deepest Drawdown
−26.54%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
16.30%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –