Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
1.87%
6 Months
0.51%
3.49%
1 Year
12.01%
5.55%
3 Years
12.45%
12.97%
5 Years
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—
Since Inception
12.40%
12.27%
Fund Age
3 yrs
4 yrs 3 mo
AUM
₹22.7 Cr
₹25.94 Cr
Alpha – 1 Year
12.36%
−0.42%
Alpha – 3 Years
3.45%
2.07%
Information Ratio – 3 Years
0.50
0.10
Volatility – 1 Year
19.89%
15.73%
Volatility – 3 Years
17.57%
12.26%
Beta – 1 Year
1.18
1.56
Beta – 3 Years
1.20
1.42
Sharpe Ratio – 1 Year
0.40
0.07
Sharpe Ratio – 3 Years
0.46
0.62
Worst Rolling Year
12.43%
11.68%
Value at Worst Rolling Year
₹1.12 Cr
₹1.12 Cr
Deepest Drawdown
−26.54%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
17.02%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
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—
Portfolio P/E
—
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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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
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Fixed Fee
—
1.00% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%