Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
True Beacon-Flexicap Fundamental Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.72%
6 Months
0.51%
15.01%
1 Year
12.01%
17.96%
3 Years
12.45%
17.24%
5 Years
—
—
Since Inception
12.40%
18.03%
Fund Age
3 yrs
3 yrs 4 mo
AUM
₹22.7 Cr
₹146.81 Cr
Alpha – 1 Year
12.36%
14.98%
Alpha – 3 Years
3.45%
5.35%
Information Ratio – 3 Years
0.50
0.78
Volatility – 1 Year
19.89%
19.01%
Volatility – 3 Years
17.57%
16.70%
Beta – 1 Year
1.18
1.02
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.40
0.68
Sharpe Ratio – 3 Years
0.46
0.72
Worst Rolling Year
12.43%
17.01%
Value at Worst Rolling Year
₹1.12 Cr
₹1.17 Cr
Deepest Drawdown
−26.54%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
17.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
—
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%