Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Alchemy Smart Alpha 250
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Alchemy Smart Alpha 250
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.23%
6 Months
0.51%
5.86%
1 Year
12.01%
18.36%
3 Years
12.45%
18.72%
5 Years
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Since Inception
12.40%
18.90%
Fund Age
3 yrs
3 yrs
AUM
₹22.7 Cr
₹750.57 Cr
Alpha – 1 Year
12.36%
13.64%
Alpha – 3 Years
3.45%
6.63%
Information Ratio – 3 Years
0.50
0.54
Volatility – 1 Year
19.89%
20.46%
Volatility – 3 Years
17.57%
21.62%
Beta – 1 Year
1.18
1.00
Beta – 3 Years
1.20
1.18
Sharpe Ratio – 1 Year
0.40
0.66
Sharpe Ratio – 3 Years
0.46
0.66
Worst Rolling Year
12.43%
18.50%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−26.54%
−29.06%
Recovery Period
Not yet recovered
394 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
19.09%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
L 37% · M 53% · S 9%
Number of Stocks
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Portfolio P/E
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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%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Top Sectors
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%