Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Capgrow - Growth
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%
3.35%
6 Months
5.86%
3.75%
1 Year
18.36%
−5.76%
3 Years
18.72%
3.98%
5 Years
—
6.05%
Since Inception
18.90%
9.94%
Fund Age
3 yrs
7 yrs 9 mo
AUM
₹750.57 Cr
₹45.09 Cr
Alpha – 1 Year
13.64%
−8.74%
Alpha – 3 Years
6.63%
−7.91%
Information Ratio – 3 Years
0.54
-1.11
Volatility – 1 Year
20.46%
21.69%
Volatility – 3 Years
21.62%
18.00%
Beta – 1 Year
1.00
1.21
Beta – 3 Years
1.18
1.08
Sharpe Ratio – 1 Year
0.66
-0.42
Sharpe Ratio – 3 Years
0.66
0.01
Worst Rolling Year
18.50%
3.08%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−29.06%
−29.01%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
12.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 35% · M 13% · S 51%
Number of Stocks
—
43
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
—
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%