Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.23%
0.08%
6 Months
5.86%
9.62%
1 Year
18.36%
2.22%
3 Years
18.72%
18.64%
5 Years
—
16.68%
Since Inception
18.90%
18.59%
Fund Age
3 yrs
5 yrs
AUM
₹750.57 Cr
₹159.01 Cr
Alpha – 1 Year
13.64%
−0.76%
Alpha – 3 Years
6.63%
6.74%
Information Ratio – 3 Years
0.54
0.40
Volatility – 1 Year
20.46%
25.41%
Volatility – 3 Years
21.62%
25.71%
Beta – 1 Year
1.00
1.32
Beta – 3 Years
1.18
1.31
Sharpe Ratio – 1 Year
0.66
-0.02
Sharpe Ratio – 3 Years
0.66
0.58
Worst Rolling Year
18.50%
17.76%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−29.06%
−32.80%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 7% · M 14% · S 74%
Number of Stocks
—
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
—
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—