Portfolio Management Services (PMS)Compare Schemes
Alchemy - Leaders of Tomorrow vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
—
−0.25%
6 Months
—
3.36%
1 Year
—
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
—
10.42%
Fund Age
—
16 yrs 11 mo
AUM
—
₹257.93 Cr
Alpha – 1 Year
—
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
—
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
—
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
—
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Avalon Technologies Ltd · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%