Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Bonanza Aegis
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%
7.97%
6 Months
5.86%
14.27%
1 Year
18.36%
23.41%
3 Years
18.72%
16.93%
5 Years
—
—
Since Inception
18.90%
22.21%
Fund Age
3 yrs
4 yrs 3 mo
AUM
₹750.57 Cr
₹102.02 Cr
Alpha – 1 Year
13.64%
23.76%
Alpha – 3 Years
6.63%
7.93%
Information Ratio – 3 Years
0.54
0.60
Volatility – 1 Year
20.46%
21.94%
Volatility – 3 Years
21.62%
20.42%
Beta – 1 Year
1.00
0.82
Beta – 3 Years
1.18
0.84
Sharpe Ratio – 1 Year
0.66
0.82
Sharpe Ratio – 3 Years
0.66
0.71
Worst Rolling Year
18.50%
16.27%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−29.06%
−27.02%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
22.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
L 10% · M 8% · S 74%
Number of Stocks
—
61
Portfolio P/E
—
51.57
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 · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
—
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%