Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Vallum India Discovery
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%
8.27%
6 Months
0.51%
25.28%
1 Year
12.01%
14.17%
3 Years
12.45%
11.84%
5 Years
—
13.19%
Since Inception
12.40%
20.72%
Fund Age
3 yrs
5 yrs 11 mo
AUM
₹22.7 Cr
₹1,246.45 Cr
Alpha – 1 Year
12.36%
9.45%
Alpha – 3 Years
3.45%
−0.25%
Information Ratio – 3 Years
0.50
0.04
Volatility – 1 Year
19.89%
23.38%
Volatility – 3 Years
17.57%
20.74%
Beta – 1 Year
1.18
1.12
Beta – 3 Years
1.20
1.17
Sharpe Ratio – 1 Year
0.40
0.45
Sharpe Ratio – 3 Years
0.46
0.42
Worst Rolling Year
12.43%
8.63%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−26.54%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
19.18%
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%
—
Top Sectors
—
—
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
1% / 0.5% / 0%