Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Composite India - GARP 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%
3.99%
6 Months
5.86%
22.77%
1 Year
18.36%
24.21%
3 Years
18.72%
13.20%
5 Years
—
12.56%
Since Inception
18.90%
18.69%
Fund Age
3 yrs
7 yrs 4 mo
AUM
₹750.57 Cr
₹114.64 Cr
Alpha – 1 Year
13.64%
19.49%
Alpha – 3 Years
6.63%
1.43%
Information Ratio – 3 Years
0.54
0.12
Volatility – 1 Year
20.46%
24.82%
Volatility – 3 Years
21.62%
21.64%
Beta – 1 Year
1.00
1.34
Beta – 3 Years
1.18
1.13
Sharpe Ratio – 1 Year
0.66
0.78
Sharpe Ratio – 3 Years
0.66
0.46
Worst Rolling Year
18.50%
10.43%
Value at Worst Rolling Year
₹1.19 Cr
₹1.10 Cr
Deepest Drawdown
−29.06%
−24.42%
Recovery Period
394 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 20% · M 28% · S 47%
Number of Stocks
—
32
Portfolio P/E
—
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%