Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
AlfAccurate Advisors - AAA Budding Beasts
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
4.40%
6 Months
5.86%
22.62%
1 Year
18.36%
24.22%
3 Years
18.72%
21.85%
5 Years
—
23.03%
Since Inception
18.90%
26.36%
Fund Age
3 yrs
5 yrs 7 mo
AUM
₹750.57 Cr
₹1,251.52 Cr
Alpha – 1 Year
13.64%
19.50%
Alpha – 3 Years
6.63%
9.76%
Information Ratio – 3 Years
0.54
1.14
Volatility – 1 Year
20.46%
21.48%
Volatility – 3 Years
21.62%
19.09%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
1.18
1.08
Sharpe Ratio – 1 Year
0.66
0.87
Sharpe Ratio – 3 Years
0.66
0.92
Worst Rolling Year
18.50%
19.03%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−29.06%
−23.65%
Recovery Period
394 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
25.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 14% · M 27% · S 55%
Number of Stocks
—
60
Portfolio P/E
—
39.40
Top 5 Holdings
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%
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%