Alternative Investment Funds (AIF)Compare Schemes
Alchemy - Leaders of Tomorrow vs RATIONAL EQUITY SCHEME - 2
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
RATIONAL EQUITY SCHEME - 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
4.14%
6 Months
20.58%
12.88%
1 Year
11.33%
0.59%
3 Years
17.97%
—
5 Years
17.37%
—
Since Inception
15.42%
6.12%
Fund Age
8 yrs 6 mo
14 mo
AUM
₹935.28 Cr
₹29 Cr
Alpha – 1 Year
9.38%
−2.78%
Alpha – 3 Years
7.32%
—
Information Ratio – 3 Years
0.66
—
Volatility – 1 Year
24.59%
23.29%
Volatility – 3 Years
19.99%
—
Beta – 1 Year
1.25
1.16
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.32
-0.11
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
6.04%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−22.30%
−18.39%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 34% · M 25% · S 45%
S 100%
Number of Stocks
31
—
Portfolio P/E
63.61
—
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%
—
Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
—
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%