Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
2.00%
6 Months
5.86%
4.51%
1 Year
18.36%
15.12%
3 Years
18.72%
22.90%
5 Years
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Since Inception
18.90%
24.96%
Fund Age
3 yrs
4 yrs 7 mo
AUM
₹750.57 Cr
₹136 Cr
Alpha – 1 Year
13.64%
10.40%
Alpha – 3 Years
6.63%
10.82%
Information Ratio – 3 Years
0.54
1.17
Volatility – 1 Year
20.46%
19.24%
Volatility – 3 Years
21.62%
20.81%
Beta – 1 Year
1.00
1.07
Beta – 3 Years
1.18
1.25
Sharpe Ratio – 1 Year
0.66
0.55
Sharpe Ratio – 3 Years
0.66
0.85
Worst Rolling Year
18.50%
21.90%
Value at Worst Rolling Year
₹1.19 Cr
₹1.22 Cr
Deepest Drawdown
−29.06%
−25.24%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
31.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
L 53% · M 22% · S 20%
Number of Stocks
—
18
Portfolio P/E
—
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
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Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%