Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
ICICI Prudential PMS Growth Leaders Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
2.13%
6 Months
5.86%
4.45%
1 Year
18.36%
9.07%
3 Years
18.72%
17.41%
5 Years
—
13.90%
Since Inception
18.90%
12.23%
Fund Age
3 yrs
25 yrs 8 mo
AUM
₹750.57 Cr
₹1,659.64 Cr
Alpha – 1 Year
13.64%
4.35%
Alpha – 3 Years
6.63%
5.32%
Information Ratio – 3 Years
0.54
1.35
Volatility – 1 Year
20.46%
16.92%
Volatility – 3 Years
21.62%
15.61%
Beta – 1 Year
1.00
0.95
Beta – 3 Years
1.18
0.99
Sharpe Ratio – 1 Year
0.66
0.28
Sharpe Ratio – 3 Years
0.66
0.78
Worst Rolling Year
18.50%
-11.28%
Value at Worst Rolling Year
₹1.19 Cr
₹0.89 Cr
Deepest Drawdown
−29.06%
−20.82%
Recovery Period
394 days
521 days
1-Year Rolling Windows Positive
100.00%
89.60%
Median Rolling Year
19.09%
15.37%
5-Year Rolling Windows Positive
—
93.68%
Market-Cap Mix
L 37% · M 53% · S 9%
L 58% · M 17% · S 24%
Number of Stocks
—
37
Portfolio P/E
—
28.58
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 · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%
1% / 0% / 0%