Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.23%
−3.81%
6 Months
5.86%
10.86%
1 Year
18.36%
−4.49%
3 Years
18.72%
22.00%
5 Years
—
21.09%
Since Inception
18.90%
7.35%
Fund Age
3 yrs
8 yrs 9 mo
AUM
₹750.57 Cr
₹1,454.75 Cr
Alpha – 1 Year
13.64%
−7.47%
Alpha – 3 Years
6.63%
10.11%
Information Ratio – 3 Years
0.54
0.32
Volatility – 1 Year
20.46%
31.30%
Volatility – 3 Years
21.62%
27.30%
Beta – 1 Year
1.00
1.42
Beta – 3 Years
1.18
1.22
Sharpe Ratio – 1 Year
0.66
-0.18
Sharpe Ratio – 3 Years
0.66
0.66
Worst Rolling Year
18.50%
-30.88%
Value at Worst Rolling Year
₹1.19 Cr
₹0.69 Cr
Deepest Drawdown
−29.06%
−34.06%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
19.09%
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
L 37% · M 53% · S 9%
L 0% · S 88%
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%