Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
5.86%
2.04%
1 Year
18.36%
13.04%
3 Years
18.72%
15.74%
5 Years
—
14.15%
Since Inception
18.90%
15.13%
Fund Age
3 yrs
14 yrs 1 mo
AUM
₹750.57 Cr
₹850.7 Cr
Alpha – 1 Year
13.64%
13.39%
Alpha – 3 Years
6.63%
6.74%
Information Ratio – 3 Years
0.54
1.02
Volatility – 1 Year
20.46%
18.01%
Volatility – 3 Years
21.62%
15.42%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
1.18
0.99
Sharpe Ratio – 1 Year
0.66
0.48
Sharpe Ratio – 3 Years
0.66
0.76
Worst Rolling Year
18.50%
-19.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.81 Cr
Deepest Drawdown
−29.06%
−15.54%
Recovery Period
394 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
19.09%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 37% · M 53% · S 9%
L 53% · M 28% · S 13%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%