Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
4.15%
6 Months
5.86%
18.21%
1 Year
18.36%
19.11%
3 Years
18.72%
23.58%
5 Years
—
18.40%
Since Inception
18.90%
13.93%
Fund Age
3 yrs
11 yrs 4 mo
AUM
₹750.57 Cr
₹13.37 Cr
Alpha – 1 Year
13.64%
16.13%
Alpha – 3 Years
6.63%
11.69%
Information Ratio – 3 Years
0.54
1.24
Volatility – 1 Year
20.46%
18.18%
Volatility – 3 Years
21.62%
17.99%
Beta – 1 Year
1.00
0.94
Beta – 3 Years
1.18
1.01
Sharpe Ratio – 1 Year
0.66
0.75
Sharpe Ratio – 3 Years
0.66
0.97
Worst Rolling Year
18.50%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−29.06%
−20.05%
Recovery Period
394 days
162 days
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 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%