Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
0.97%
6 Months
5.86%
6.33%
1 Year
18.36%
−0.99%
3 Years
18.72%
6.26%
5 Years
—
6.47%
Since Inception
18.90%
5.18%
Fund Age
3 yrs
19 yrs 5 mo
AUM
₹750.57 Cr
₹95.89 Cr
Alpha – 1 Year
13.64%
2.51%
Alpha – 3 Years
6.63%
−2.73%
Information Ratio – 3 Years
0.54
-0.10
Volatility – 1 Year
20.46%
20.93%
Volatility – 3 Years
21.62%
17.77%
Beta – 1 Year
1.00
1.14
Beta – 3 Years
1.18
1.05
Sharpe Ratio – 1 Year
0.66
-0.20
Sharpe Ratio – 3 Years
0.66
0.23
Worst Rolling Year
18.50%
-21.50%
Value at Worst Rolling Year
₹1.19 Cr
₹0.79 Cr
Deepest Drawdown
−29.06%
−30.66%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
19.09%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 37% · M 53% · S 9%
L 77% · M 12% · S 11%
Number of Stocks
—
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%