Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Green Portfolio - Special
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%
2.75%
6 Months
5.86%
26.95%
1 Year
18.36%
13.12%
3 Years
18.72%
17.80%
5 Years
—
15.04%
Since Inception
18.90%
22.70%
Fund Age
3 yrs
8 yrs
AUM
₹750.57 Cr
₹357.26 Cr
Alpha – 1 Year
13.64%
10.14%
Alpha – 3 Years
6.63%
5.90%
Information Ratio – 3 Years
0.54
0.31
Volatility – 1 Year
20.46%
32.38%
Volatility – 3 Years
21.62%
25.45%
Beta – 1 Year
1.00
1.68
Beta – 3 Years
1.18
1.37
Sharpe Ratio – 1 Year
0.66
0.36
Sharpe Ratio – 3 Years
0.66
0.56
Worst Rolling Year
18.50%
11.19%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−29.06%
−26.50%
Recovery Period
394 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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%