Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Sincere - Metamorphosis Fund
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%
7.54%
6 Months
5.86%
15.73%
1 Year
18.36%
16.44%
3 Years
18.72%
11.28%
5 Years
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Since Inception
18.90%
12.80%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹750.57 Cr
₹337.26 Cr
Alpha – 1 Year
13.64%
11.72%
Alpha – 3 Years
6.63%
−0.81%
Information Ratio – 3 Years
0.54
-0.07
Volatility – 1 Year
20.46%
22.40%
Volatility – 3 Years
21.62%
20.08%
Beta – 1 Year
1.00
1.19
Beta – 3 Years
1.18
1.11
Sharpe Ratio – 1 Year
0.66
0.55
Sharpe Ratio – 3 Years
0.66
0.37
Worst Rolling Year
18.50%
9.11%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−29.06%
−28.19%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
10.48%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%