Alternative Investment Funds (AIF)Compare Schemes
Alchemy - Leaders of Tomorrow vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
Taksh India Enterprising Fund
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%
6.14%
6 Months
20.58%
25.35%
1 Year
11.33%
19.51%
3 Years
17.97%
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5 Years
17.37%
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Since Inception
15.42%
10.22%
Fund Age
8 yrs 6 mo
1 yr 11 mo
AUM
₹935.28 Cr
₹553.62 Cr
Alpha – 1 Year
9.38%
16.14%
Alpha – 3 Years
7.32%
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Information Ratio – 3 Years
0.66
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Volatility – 1 Year
24.59%
16.04%
Volatility – 3 Years
19.99%
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Beta – 1 Year
1.25
1.04
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.32
1.14
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
6.04%
-6.05%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−22.30%
−12.78%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
70.47%
Median Rolling Year
23.50%
3.97%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 34% · M 25% · S 45%
L 40% · M 18% · S 41%
Number of Stocks
31
25
Portfolio P/E
63.61
48.00
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%
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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