Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
TCG Transformative Growth 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%
2.52%
6 Months
0.51%
12.02%
1 Year
12.01%
4.98%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
2.03%
Fund Age
3 yrs
1 yr 10 mo
AUM
₹22.7 Cr
₹167.29 Cr
Alpha – 1 Year
12.36%
0.26%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
26.96%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
1.44
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.10
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−22.46%
Recovery Period
Not yet recovered
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%
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 1.5% / 0%