Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
5.86%
10.94%
1 Year
18.36%
1.03%
3 Years
18.72%
11.45%
5 Years
—
15.19%
Since Inception
18.90%
27.03%
Fund Age
3 yrs
5 yrs 11 mo
AUM
₹750.57 Cr
₹298.71 Cr
Alpha – 1 Year
13.64%
−3.69%
Alpha – 3 Years
6.63%
−0.64%
Information Ratio – 3 Years
0.54
-0.04
Volatility – 1 Year
20.46%
27.68%
Volatility – 3 Years
21.62%
23.40%
Beta – 1 Year
1.00
1.45
Beta – 3 Years
1.18
1.22
Sharpe Ratio – 1 Year
0.66
-0.03
Sharpe Ratio – 3 Years
0.66
0.35
Worst Rolling Year
18.50%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−29.06%
—
Recovery Period
394 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.09%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 37% · M 53% · S 9%
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%