Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs ASK - IEP
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
ASK - IEP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
4.25%
6 Months
5.86%
−4.32%
1 Year
18.36%
−3.76%
3 Years
18.72%
4.26%
5 Years
—
5.30%
Since Inception
18.90%
15.06%
Fund Age
3 yrs
16 yrs 6 mo
AUM
₹750.57 Cr
₹6,178.21 Cr
Alpha – 1 Year
13.64%
−6.74%
Alpha – 3 Years
6.63%
−7.62%
Information Ratio – 3 Years
0.54
-1.54
Volatility – 1 Year
20.46%
17.92%
Volatility – 3 Years
21.62%
14.61%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
1.18
0.91
Sharpe Ratio – 1 Year
0.66
-0.43
Sharpe Ratio – 3 Years
0.66
-0.01
Worst Rolling Year
18.50%
-1.02%
Value at Worst Rolling Year
₹1.19 Cr
₹0.99 Cr
Deepest Drawdown
−29.06%
−20.59%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.47%
Median Rolling Year
19.09%
14.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 52% · M 27% · S 20%
Number of Stocks
—
34
Portfolio P/E
—
33.48
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%
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
Top Sectors
—
Financial Services · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 1%