Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Alchemy Smart Alpha 250
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
5.86%
−1.13%
1 Year
18.36%
6.59%
3 Years
18.72%
20.44%
5 Years
—
16.17%
Since Inception
18.90%
13.07%
Fund Age
3 yrs
15 yrs 3 mo
AUM
₹750.57 Cr
—
Alpha – 1 Year
13.64%
6.87%
Alpha – 3 Years
6.63%
9.23%
Information Ratio – 3 Years
0.54
1.61
Volatility – 1 Year
20.46%
20.58%
Volatility – 3 Years
21.62%
16.59%
Beta – 1 Year
1.00
1.21
Beta – 3 Years
1.18
1.13
Sharpe Ratio – 1 Year
0.66
0.15
Sharpe Ratio – 3 Years
0.66
0.90
Worst Rolling Year
18.50%
13.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−29.06%
−16.19%
Recovery Period
394 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%