Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Emkay SMID Cap Growth Engine Portfolio
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%
1.20%
6 Months
0.51%
13.72%
1 Year
12.01%
3.07%
3 Years
12.45%
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5 Years
—
—
Since Inception
12.40%
−0.94%
Fund Age
3 yrs
14 mo
AUM
₹22.7 Cr
₹136.71 Cr
Alpha – 1 Year
12.36%
−1.65%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
26.76%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
1.44
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.05
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−22.05%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
M 20% · S 80%
Number of Stocks
—
—
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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