Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
SBI MF - ESG 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%
2.26%
6 Months
0.51%
18.40%
1 Year
12.01%
9.21%
3 Years
12.45%
13.13%
5 Years
—
13.39%
Since Inception
12.40%
14.83%
Fund Age
3 yrs
10 yrs
AUM
₹22.7 Cr
₹666.2 Cr
Alpha – 1 Year
12.36%
9.64%
Alpha – 3 Years
3.45%
4.56%
Information Ratio – 3 Years
0.50
0.38
Volatility – 1 Year
19.89%
18.95%
Volatility – 3 Years
17.57%
16.01%
Beta – 1 Year
1.18
0.98
Beta – 3 Years
1.20
0.90
Sharpe Ratio – 1 Year
0.40
0.27
Sharpe Ratio – 3 Years
0.46
0.52
Worst Rolling Year
12.43%
-3.31%
Value at Worst Rolling Year
₹1.12 Cr
₹0.97 Cr
Deepest Drawdown
−26.54%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
12.71%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 13% · M 17% · S 66%
Number of Stocks
—
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%