Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Centrum PMS - Good to Great
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%
1.70%
6 Months
5.86%
9.08%
1 Year
18.36%
−2.99%
3 Years
18.72%
5.96%
5 Years
—
8.08%
Since Inception
18.90%
15.75%
Fund Age
3 yrs
7 yrs 2 mo
AUM
₹750.57 Cr
₹61.93 Cr
Alpha – 1 Year
13.64%
−7.71%
Alpha – 3 Years
6.63%
−6.13%
Information Ratio – 3 Years
0.54
-0.39
Volatility – 1 Year
20.46%
26.39%
Volatility – 3 Years
21.62%
21.38%
Beta – 1 Year
1.00
1.37
Beta – 3 Years
1.18
1.14
Sharpe Ratio – 1 Year
0.66
-0.20
Sharpe Ratio – 3 Years
0.66
0.18
Worst Rolling Year
18.50%
5.04%
Value at Worst Rolling Year
₹1.19 Cr
₹1.05 Cr
Deepest Drawdown
−29.06%
−33.64%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 2% · M 12% · S 82%
Number of Stocks
—
24
Portfolio P/E
—
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
—
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%