Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Avestha - Growth
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%
0.64%
6 Months
5.86%
21.51%
1 Year
18.36%
15.87%
3 Years
18.72%
14.38%
5 Years
—
17.96%
Since Inception
18.90%
16.82%
Fund Age
3 yrs
8 yrs 9 mo
AUM
₹750.57 Cr
₹1,503.25 Cr
Alpha – 1 Year
13.64%
11.15%
Alpha – 3 Years
6.63%
2.29%
Information Ratio – 3 Years
0.54
0.39
Volatility – 1 Year
20.46%
27.51%
Volatility – 3 Years
21.62%
22.70%
Beta – 1 Year
1.00
1.48
Beta – 3 Years
1.18
1.25
Sharpe Ratio – 1 Year
0.66
0.47
Sharpe Ratio – 3 Years
0.66
0.50
Worst Rolling Year
18.50%
1.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.02 Cr
Deepest Drawdown
−29.06%
−24.39%
Recovery Period
394 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 12% · M 19% · S 67%
Number of Stocks
—
17
Portfolio P/E
—
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%