Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Master Trust India Growth Strategy
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%
5.45%
6 Months
5.86%
16.85%
1 Year
18.36%
9.30%
3 Years
18.72%
14.05%
5 Years
—
14.30%
Since Inception
18.90%
24.29%
Fund Age
3 yrs
14 yrs 10 mo
AUM
₹750.57 Cr
₹372.24 Cr
Alpha – 1 Year
13.64%
4.58%
Alpha – 3 Years
6.63%
1.97%
Information Ratio – 3 Years
0.54
0.33
Volatility – 1 Year
20.46%
21.18%
Volatility – 3 Years
21.62%
20.18%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
1.18
1.12
Sharpe Ratio – 1 Year
0.66
0.27
Sharpe Ratio – 3 Years
0.66
0.49
Worst Rolling Year
18.50%
-10.46%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−29.06%
−23.77%
Recovery Period
394 days
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
19.09%
27.35%
5-Year Rolling Windows Positive
—
100.00%
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 0.5%