Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Alphaa Focused Small-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Alphaa Focused Small-Cap Portfolio
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%
0.26%
6 Months
5.86%
4.25%
1 Year
18.36%
−3.44%
3 Years
18.72%
9.79%
5 Years
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—
Since Inception
18.90%
10.87%
Fund Age
3 yrs
3 yrs
AUM
₹750.57 Cr
₹15.27 Cr
Alpha – 1 Year
13.64%
−3.09%
Alpha – 3 Years
6.63%
0.79%
Information Ratio – 3 Years
0.54
0.12
Volatility – 1 Year
20.46%
22.93%
Volatility – 3 Years
21.62%
21.19%
Beta – 1 Year
1.00
1.23
Beta – 3 Years
1.18
1.16
Sharpe Ratio – 1 Year
0.66
-0.28
Sharpe Ratio – 3 Years
0.66
0.30
Worst Rolling Year
18.50%
9.80%
Value at Worst Rolling Year
₹1.19 Cr
₹1.10 Cr
Deepest Drawdown
−29.06%
−27.79%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
11.35%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
L 0% · S 97%
Number of Stocks
—
46
Portfolio P/E
—
22.80
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%
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
Top Sectors
—
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 0% / 0%