Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Hem Securities - India Rising SME Stars
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%
13.08%
6 Months
5.86%
39.75%
1 Year
18.36%
15.14%
3 Years
18.72%
13.51%
5 Years
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Since Inception
18.90%
26.22%
Fund Age
3 yrs
4 yrs 6 mo
AUM
₹750.57 Cr
₹81.24 Cr
Alpha – 1 Year
13.64%
11.38%
Alpha – 3 Years
6.63%
2.62%
Information Ratio – 3 Years
0.54
0.33
Volatility – 1 Year
20.46%
46.80%
Volatility – 3 Years
21.62%
34.40%
Beta – 1 Year
1.00
2.21
Beta – 3 Years
1.18
1.57
Sharpe Ratio – 1 Year
0.66
0.38
Sharpe Ratio – 3 Years
0.66
0.37
Worst Rolling Year
18.50%
9.66%
Value at Worst Rolling Year
₹1.19 Cr
₹1.10 Cr
Deepest Drawdown
−29.06%
−43.02%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
21.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%