Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Eklavya Equity
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%
−0.98%
6 Months
5.86%
4.93%
1 Year
18.36%
−0.37%
3 Years
18.72%
—
5 Years
—
—
Since Inception
18.90%
4.91%
Fund Age
3 yrs
2 yrs 1 mo
AUM
₹750.57 Cr
₹8 Cr
Alpha – 1 Year
13.64%
−0.02%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
20.46%
12.93%
Volatility – 3 Years
21.62%
—
Beta – 1 Year
1.00
0.72
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.66
-0.38
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
18.50%
6.09%
Value at Worst Rolling Year
₹1.19 Cr
₹1.06 Cr
Deepest Drawdown
−29.06%
−12.49%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 53% · S 9%
L 23% · M 8% · S 36%
Number of Stocks
—
30
Portfolio P/E
—
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%