Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Envision Capital - India Opportunities
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%
3.39%
6 Months
5.86%
19.31%
1 Year
18.36%
11.21%
3 Years
18.72%
13.34%
5 Years
—
15.02%
Since Inception
18.90%
17.08%
Fund Age
3 yrs
5 yrs 4 mo
AUM
₹750.57 Cr
₹135.65 Cr
Alpha – 1 Year
13.64%
6.49%
Alpha – 3 Years
6.63%
1.25%
Information Ratio – 3 Years
0.54
0.12
Volatility – 1 Year
20.46%
20.71%
Volatility – 3 Years
21.62%
17.79%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
1.18
0.97
Sharpe Ratio – 1 Year
0.66
0.35
Sharpe Ratio – 3 Years
0.66
0.50
Worst Rolling Year
18.50%
12.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−29.06%
−25.10%
Recovery Period
394 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
19.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 18% · M 24% · S 55%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%