Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Composite India - Emerging Star Fund
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%
5.76%
6 Months
5.86%
25.00%
1 Year
18.36%
17.14%
3 Years
18.72%
16.20%
5 Years
—
15.34%
Since Inception
18.90%
19.60%
Fund Age
3 yrs
7 yrs 3 mo
AUM
₹750.57 Cr
₹127.23 Cr
Alpha – 1 Year
13.64%
12.42%
Alpha – 3 Years
6.63%
4.43%
Information Ratio – 3 Years
0.54
0.38
Volatility – 1 Year
20.46%
23.12%
Volatility – 3 Years
21.62%
20.20%
Beta – 1 Year
1.00
1.18
Beta – 3 Years
1.18
1.05
Sharpe Ratio – 1 Year
0.66
0.56
Sharpe Ratio – 3 Years
0.66
0.61
Worst Rolling Year
18.50%
13.55%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−29.06%
−26.74%
Recovery Period
394 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 26% · M 19% · S 50%
Number of Stocks
—
101
Portfolio P/E
—
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
—
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%