Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
−1.54%
6 Months
5.86%
−5.38%
1 Year
18.36%
−6.70%
3 Years
18.72%
7.98%
5 Years
—
—
Since Inception
18.90%
7.98%
Fund Age
3 yrs
2 yrs 11 mo
AUM
₹750.57 Cr
₹7.31 Cr
Alpha – 1 Year
13.64%
−6.35%
Alpha – 3 Years
6.63%
−1.02%
Information Ratio – 3 Years
0.54
-0.08
Volatility – 1 Year
20.46%
17.44%
Volatility – 3 Years
21.62%
15.65%
Beta – 1 Year
1.00
1.08
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.66
-0.61
Sharpe Ratio – 3 Years
0.66
0.22
Worst Rolling Year
18.50%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−29.06%
−21.15%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.09%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 53% · S 9%
L 61% · M 26% · S 9%
Number of Stocks
—
66
Portfolio P/E
—
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
—
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 0% / 0%