Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
NBC - Seeking Alpha
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%
3.51%
6 Months
5.86%
12.65%
1 Year
18.36%
22.80%
3 Years
18.72%
18.05%
5 Years
—
41.98%
Since Inception
18.90%
7.54%
Fund Age
3 yrs
9 yrs 2 mo
AUM
₹750.57 Cr
₹9.17 Cr
Alpha – 1 Year
13.64%
24.84%
Alpha – 3 Years
6.63%
11.40%
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
20.46%
21.50%
Volatility – 3 Years
21.62%
17.94%
Beta – 1 Year
1.00
—
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.66
0.82
Sharpe Ratio – 3 Years
0.66
0.76
Worst Rolling Year
18.50%
-34.33%
Value at Worst Rolling Year
₹1.19 Cr
₹0.66 Cr
Deepest Drawdown
−29.06%
−18.33%
Recovery Period
394 days
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
19.09%
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 37% · M 53% · S 9%
L 13% · M 14% · S 73%
Number of Stocks
—
18
Portfolio P/E
—
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
—
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%