Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
0.51%
9.93%
1 Year
12.01%
7.49%
3 Years
12.45%
9.34%
5 Years
—
—
Since Inception
12.40%
11.87%
Fund Age
3 yrs
4 yrs 7 mo
AUM
₹22.7 Cr
₹1,953.44 Cr
Alpha – 1 Year
12.36%
2.77%
Alpha – 3 Years
3.45%
−2.75%
Information Ratio – 3 Years
0.50
-0.26
Volatility – 1 Year
19.89%
19.15%
Volatility – 3 Years
17.57%
16.91%
Beta – 1 Year
1.18
1.06
Beta – 3 Years
1.20
1.03
Sharpe Ratio – 1 Year
0.40
0.19
Sharpe Ratio – 3 Years
0.46
0.30
Worst Rolling Year
12.43%
8.22%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−26.54%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 17% · M 8% · S 75%
Number of Stocks
—
—
Portfolio P/E
—
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—