Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Renaissance - Midcap 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%
3.30%
6 Months
5.86%
9.86%
1 Year
18.36%
0.86%
3 Years
18.72%
8.29%
5 Years
—
15.11%
Since Inception
18.90%
11.40%
Fund Age
3 yrs
8 yrs 7 mo
AUM
₹750.57 Cr
₹119.22 Cr
Alpha – 1 Year
13.64%
1.21%
Alpha – 3 Years
6.63%
−0.71%
Information Ratio – 3 Years
0.54
-0.05
Volatility – 1 Year
20.46%
21.27%
Volatility – 3 Years
21.62%
19.22%
Beta – 1 Year
1.00
1.20
Beta – 3 Years
1.18
1.19
Sharpe Ratio – 1 Year
0.66
-0.10
Sharpe Ratio – 3 Years
0.66
0.25
Worst Rolling Year
18.50%
0.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−29.06%
−29.07%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
19.09%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%