Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Ambit Investment Advisors - Micro Marvels Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Ambit Investment Advisors - Micro Marvels 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%
7.78%
6 Months
5.86%
26.20%
1 Year
18.36%
12.30%
3 Years
18.72%
—
5 Years
—
—
Since Inception
18.90%
−1.57%
Fund Age
3 yrs
2 yrs 1 mo
AUM
₹750.57 Cr
₹406.83 Cr
Alpha – 1 Year
13.64%
7.58%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
20.46%
32.79%
Volatility – 3 Years
21.62%
—
Beta – 1 Year
1.00
1.62
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.66
0.30
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
18.50%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−29.06%
−25.24%
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%
S 99%
Number of Stocks
—
18
Portfolio P/E
—
30.55
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%
Thejo Engineering Ltd · 8.00%
Globus Spirits Ltd · 8.00%
Mold-Tek Packaging Ltd · 7.50%
Bajaj Healthcare Ltd · 7.00%
Sanstar Ltd · 6.00%
Top Sectors
—
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%