Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
1.32%
6 Months
5.86%
3.83%
1 Year
18.36%
9.77%
3 Years
18.72%
13.19%
5 Years
—
12.01%
Since Inception
18.90%
14.38%
Fund Age
3 yrs
6 yrs 8 mo
AUM
₹750.57 Cr
₹42.66 Cr
Alpha – 1 Year
13.64%
3.80%
Alpha – 3 Years
6.63%
2.30%
Information Ratio – 3 Years
0.54
0.23
Volatility – 1 Year
20.46%
15.84%
Volatility – 3 Years
21.62%
12.64%
Beta – 1 Year
1.00
1.56
Beta – 3 Years
1.18
1.48
Sharpe Ratio – 1 Year
0.66
0.32
Sharpe Ratio – 3 Years
0.66
0.70
Worst Rolling Year
18.50%
9.09%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−29.06%
−15.18%
Recovery Period
394 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%