Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Bonanza - 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%
3.68%
6 Months
5.86%
−1.81%
1 Year
18.36%
5.85%
3 Years
18.72%
8.65%
5 Years
—
7.90%
Since Inception
18.90%
16.09%
Fund Age
3 yrs
16 yrs 4 mo
AUM
₹750.57 Cr
₹22.08 Cr
Alpha – 1 Year
13.64%
6.20%
Alpha – 3 Years
6.63%
−0.35%
Information Ratio – 3 Years
0.54
0.11
Volatility – 1 Year
20.46%
17.32%
Volatility – 3 Years
21.62%
15.11%
Beta – 1 Year
1.00
0.79
Beta – 3 Years
1.18
0.87
Sharpe Ratio – 1 Year
0.66
0.10
Sharpe Ratio – 3 Years
0.66
0.36
Worst Rolling Year
18.50%
0.88%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−29.06%
−17.79%
Recovery Period
394 days
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
19.09%
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 22% · M 16% · S 47%
Number of Stocks
—
37
Portfolio P/E
—
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
—
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%