Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Centrum PMS - Micro
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%
5.99%
6 Months
5.86%
26.63%
1 Year
18.36%
16.86%
3 Years
18.72%
13.24%
5 Years
—
17.56%
Since Inception
18.90%
16.65%
Fund Age
3 yrs
10 yrs 1 mo
AUM
₹750.57 Cr
₹11.38 Cr
Alpha – 1 Year
13.64%
12.14%
Alpha – 3 Years
6.63%
1.15%
Information Ratio – 3 Years
0.54
0.20
Volatility – 1 Year
20.46%
29.32%
Volatility – 3 Years
21.62%
24.13%
Beta – 1 Year
1.00
1.44
Beta – 3 Years
1.18
1.15
Sharpe Ratio – 1 Year
0.66
0.48
Sharpe Ratio – 3 Years
0.66
0.50
Worst Rolling Year
18.50%
-10.45%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−29.06%
−32.02%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
19.09%
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
M 1% · S 95%
Number of Stocks
—
28
Portfolio P/E
—
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
—
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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%