Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
IFM Largecap Fund
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%
−0.16%
6 Months
5.86%
−3.46%
1 Year
18.36%
−0.34%
3 Years
18.72%
—
5 Years
—
—
Since Inception
18.90%
−3.49%
Fund Age
3 yrs
14 mo
AUM
₹750.57 Cr
₹116.7 Cr
Alpha – 1 Year
13.64%
0.01%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
20.46%
17.33%
Volatility – 3 Years
21.62%
—
Beta – 1 Year
1.00
1.08
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.66
-0.24
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
18.50%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−29.06%
−16.91%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.09%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 37% · M 53% · S 9%
L 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
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 · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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