Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
2.33%
6 Months
5.86%
5.53%
1 Year
18.36%
9.60%
3 Years
18.72%
6.75%
5 Years
—
7.07%
Since Inception
18.90%
13.02%
Fund Age
3 yrs
14 yrs 9 mo
AUM
₹750.57 Cr
₹179.27 Cr
Alpha – 1 Year
13.64%
9.95%
Alpha – 3 Years
6.63%
−2.25%
Information Ratio – 3 Years
0.54
-0.39
Volatility – 1 Year
20.46%
17.14%
Volatility – 3 Years
21.62%
14.92%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
1.18
1.00
Sharpe Ratio – 1 Year
0.66
0.31
Sharpe Ratio – 3 Years
0.66
0.15
Worst Rolling Year
18.50%
-6.19%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
−29.06%
−21.15%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
19.09%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 37% · M 53% · S 9%
L 69% · M 12% · S 15%
Number of Stocks
—
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—