Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.71%
2.21%
6 Months
0.51%
21.04%
1 Year
12.01%
21.34%
3 Years
12.45%
19.08%
5 Years
—
23.67%
Since Inception
12.40%
—
Fund Age
3 yrs
6 yrs 4 mo
AUM
₹22.7 Cr
₹364.08 Cr
Alpha – 1 Year
12.36%
21.69%
Alpha – 3 Years
3.45%
10.08%
Information Ratio – 3 Years
0.50
0.52
Volatility – 1 Year
19.89%
32.28%
Volatility – 3 Years
17.57%
28.08%
Beta – 1 Year
1.18
1.47
Beta – 3 Years
1.20
1.60
Sharpe Ratio – 1 Year
0.40
0.58
Sharpe Ratio – 3 Years
0.46
0.57
Worst Rolling Year
12.43%
15.61%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−26.54%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%