Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Green Portfolio - Dividend Yield Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
4.23%
6 Months
5.86%
20.17%
1 Year
18.36%
23.99%
3 Years
18.72%
27.20%
5 Years
—
23.84%
Since Inception
18.90%
30.10%
Fund Age
3 yrs
6 yrs 10 mo
AUM
₹750.57 Cr
₹35.35 Cr
Alpha – 1 Year
13.64%
21.01%
Alpha – 3 Years
6.63%
15.30%
Information Ratio – 3 Years
0.54
0.93
Volatility – 1 Year
20.46%
22.70%
Volatility – 3 Years
21.62%
22.95%
Beta – 1 Year
1.00
1.18
Beta – 3 Years
1.18
1.16
Sharpe Ratio – 1 Year
0.66
0.81
Sharpe Ratio – 3 Years
0.66
0.94
Worst Rolling Year
18.50%
23.60%
Value at Worst Rolling Year
₹1.19 Cr
₹1.24 Cr
Deepest Drawdown
−29.06%
−22.14%
Recovery Period
394 days
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
32.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 23% · M 14% · S 63%
Number of Stocks
—
28
Portfolio P/E
—
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%