Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Unifi BCAD
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%
2.20%
6 Months
0.51%
6.88%
1 Year
12.01%
5.29%
3 Years
12.45%
8.34%
5 Years
—
9.52%
Since Inception
12.40%
13.35%
Fund Age
3 yrs
8 yrs 3 mo
AUM
₹22.7 Cr
₹237.35 Cr
Alpha – 1 Year
12.36%
0.57%
Alpha – 3 Years
3.45%
−3.75%
Information Ratio – 3 Years
0.50
-0.44
Volatility – 1 Year
19.89%
19.09%
Volatility – 3 Years
17.57%
16.74%
Beta – 1 Year
1.18
1.07
Beta – 3 Years
1.20
1.01
Sharpe Ratio – 1 Year
0.40
0.09
Sharpe Ratio – 3 Years
0.46
0.25
Worst Rolling Year
12.43%
7.37%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−26.54%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%