Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
JM Financial - Focus
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%
1.03%
6 Months
5.86%
6.82%
1 Year
18.36%
3.42%
3 Years
18.72%
13.55%
5 Years
—
9.47%
Since Inception
18.90%
15.08%
Fund Age
3 yrs
13 yrs 9 mo
AUM
₹750.57 Cr
₹319.05 Cr
Alpha – 1 Year
13.64%
0.44%
Alpha – 3 Years
6.63%
1.66%
Information Ratio – 3 Years
0.54
0.24
Volatility – 1 Year
20.46%
13.79%
Volatility – 3 Years
21.62%
15.92%
Beta – 1 Year
1.00
0.75
Beta – 3 Years
1.18
0.91
Sharpe Ratio – 1 Year
0.66
-0.08
Sharpe Ratio – 3 Years
0.66
0.53
Worst Rolling Year
18.50%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−29.06%
−20.24%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.09%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 53% · S 9%
L 63% · M 12% · S 18%
Number of Stocks
—
49
Portfolio P/E
—
33.08
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 · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
—
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%