Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Emkay SMID Cap Growth Engine Portfolio
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%
1.20%
6 Months
5.86%
13.72%
1 Year
18.36%
3.07%
3 Years
18.72%
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5 Years
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Since Inception
18.90%
−0.94%
Fund Age
3 yrs
14 mo
AUM
₹750.57 Cr
₹136.71 Cr
Alpha – 1 Year
13.64%
−1.65%
Alpha – 3 Years
6.63%
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Information Ratio – 3 Years
0.54
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Volatility – 1 Year
20.46%
26.76%
Volatility – 3 Years
21.62%
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Beta – 1 Year
1.00
1.44
Beta – 3 Years
1.18
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Sharpe Ratio – 1 Year
0.66
0.05
Sharpe Ratio – 3 Years
0.66
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Worst Rolling Year
18.50%
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Value at Worst Rolling Year
₹1.19 Cr
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Deepest Drawdown
−29.06%
−22.05%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.09%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
M 20% · S 80%
Number of Stocks
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Portfolio P/E
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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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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