Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Axis - Core & Satellite PMS
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%
0.11%
6 Months
5.86%
10.76%
1 Year
18.36%
8.14%
3 Years
18.72%
7.76%
5 Years
—
10.03%
Since Inception
18.90%
11.69%
Fund Age
3 yrs
6 yrs 8 mo
AUM
₹750.57 Cr
₹87.23 Cr
Alpha – 1 Year
13.64%
8.57%
Alpha – 3 Years
6.63%
−0.81%
Information Ratio – 3 Years
0.54
0.02
Volatility – 1 Year
20.46%
23.09%
Volatility – 3 Years
21.62%
18.26%
Beta – 1 Year
1.00
1.29
Beta – 3 Years
1.18
1.11
Sharpe Ratio – 1 Year
0.66
0.21
Sharpe Ratio – 3 Years
0.66
0.22
Worst Rolling Year
18.50%
6.59%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−29.06%
−25.42%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 19% · M 1% · S 70%
Number of Stocks
—
41
Portfolio P/E
—
25.23
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%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%