Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Ambit Investment Advisors - Good & Clean
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%
4.14%
6 Months
5.86%
12.03%
1 Year
18.36%
22.15%
3 Years
18.72%
14.49%
5 Years
—
12.37%
Since Inception
18.90%
12.90%
Fund Age
3 yrs
11 yrs 5 mo
AUM
₹750.57 Cr
₹441.87 Cr
Alpha – 1 Year
13.64%
17.43%
Alpha – 3 Years
6.63%
2.40%
Information Ratio – 3 Years
0.54
0.31
Volatility – 1 Year
20.46%
19.08%
Volatility – 3 Years
21.62%
17.65%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
1.18
1.05
Sharpe Ratio – 1 Year
0.66
0.87
Sharpe Ratio – 3 Years
0.66
0.56
Worst Rolling Year
18.50%
-0.27%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−29.06%
−20.94%
Recovery Period
394 days
153 days
1-Year Rolling Windows Positive
100.00%
99.03%
Median Rolling Year
19.09%
14.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 41% · M 34% · S 25%
Number of Stocks
—
29
Portfolio P/E
—
31.76
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%
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
—
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%