Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Centrum PMS - Deep Value IV
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%
1.10%
6 Months
5.86%
9.66%
1 Year
18.36%
−3.09%
3 Years
18.72%
6.08%
5 Years
—
7.39%
Since Inception
18.90%
14.00%
Fund Age
3 yrs
10 yrs 8 mo
AUM
₹750.57 Cr
₹23.99 Cr
Alpha – 1 Year
13.64%
−7.81%
Alpha – 3 Years
6.63%
−6.01%
Information Ratio – 3 Years
0.54
-0.36
Volatility – 1 Year
20.46%
26.88%
Volatility – 3 Years
21.62%
21.87%
Beta – 1 Year
1.00
1.39
Beta – 3 Years
1.18
1.17
Sharpe Ratio – 1 Year
0.66
-0.19
Sharpe Ratio – 3 Years
0.66
0.19
Worst Rolling Year
18.50%
-6.71%
Value at Worst Rolling Year
₹1.19 Cr
₹0.93 Cr
Deepest Drawdown
−29.06%
−35.14%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
19.09%
15.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 2% · M 15% · S 82%
Number of Stocks
—
25
Portfolio P/E
—
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
—
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%