Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
5.86%
24.70%
1 Year
18.36%
21.80%
3 Years
18.72%
16.46%
5 Years
—
12.29%
Since Inception
18.90%
17.31%
Fund Age
3 yrs
7 yrs 2 mo
AUM
₹750.57 Cr
₹328.39 Cr
Alpha – 1 Year
13.64%
22.15%
Alpha – 3 Years
6.63%
7.46%
Information Ratio – 3 Years
0.54
1.55
Volatility – 1 Year
20.46%
22.56%
Volatility – 3 Years
21.62%
18.01%
Beta – 1 Year
1.00
1.10
Beta – 3 Years
1.18
0.98
Sharpe Ratio – 1 Year
0.66
0.85
Sharpe Ratio – 3 Years
0.66
1.07
Worst Rolling Year
18.50%
7.49%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−29.06%
−21.44%
Recovery Period
394 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1%