Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
7.60%
6 Months
0.51%
26.61%
1 Year
12.01%
33.69%
3 Years
12.45%
25.74%
5 Years
—
21.83%
Since Inception
12.40%
—
Fund Age
3 yrs
8 yrs 4 mo
AUM
₹22.7 Cr
₹158.52 Cr
Alpha – 1 Year
12.36%
29.93%
Alpha – 3 Years
3.45%
14.85%
Information Ratio – 3 Years
0.50
1.52
Volatility – 1 Year
19.89%
19.82%
Volatility – 3 Years
17.57%
19.44%
Beta – 1 Year
1.18
1.03
Beta – 3 Years
1.20
1.06
Sharpe Ratio – 1 Year
0.40
1.29
Sharpe Ratio – 3 Years
0.46
1.16
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 31% · M 28% · S 38%
Number of Stocks
—
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%