Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Anand Rathi Advisors - Decennium Opportunity
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%
1.56%
6 Months
5.86%
11.47%
1 Year
18.36%
5.40%
3 Years
18.72%
7.77%
5 Years
—
—
Since Inception
18.90%
9.99%
Fund Age
3 yrs
4 yrs 9 mo
AUM
₹750.57 Cr
₹144.91 Cr
Alpha – 1 Year
13.64%
0.68%
Alpha – 3 Years
6.63%
−4.32%
Information Ratio – 3 Years
0.54
0.13
Volatility – 1 Year
20.46%
24.35%
Volatility – 3 Years
21.62%
20.17%
Beta – 1 Year
1.00
1.26
Beta – 3 Years
1.18
1.11
Sharpe Ratio – 1 Year
0.66
0.11
Sharpe Ratio – 3 Years
0.66
0.39
Worst Rolling Year
18.50%
7.72%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−29.06%
−31.10%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
12.92%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 37% · M 53% · S 9%
L 33% · M 4% · S 58%
Number of Stocks
—
15
Portfolio P/E
—
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
—
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%