Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Kotak Pioneer Model Strategy Conservative
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%
0.76%
6 Months
5.86%
−3.76%
1 Year
18.36%
22.86%
3 Years
18.72%
—
5 Years
—
—
Since Inception
18.90%
13.01%
Fund Age
3 yrs
4 yrs 1 mo
AUM
₹750.57 Cr
₹1.16 Cr
Alpha – 1 Year
13.64%
16.15%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.54
0.30
Volatility – 1 Year
20.46%
15.51%
Volatility – 3 Years
21.62%
9.32%
Beta – 1 Year
1.00
0.62
Beta – 3 Years
1.18
0.45
Sharpe Ratio – 1 Year
0.66
1.06
Sharpe Ratio – 3 Years
0.66
0.93
Worst Rolling Year
18.50%
9.06%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−29.06%
−13.67%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
14.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 53% · S 9%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –