Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
SMC Global - Growth
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%
5.80%
6 Months
5.86%
20.03%
1 Year
18.36%
17.27%
3 Years
18.72%
12.81%
5 Years
—
11.98%
Since Inception
18.90%
14.70%
Fund Age
3 yrs
6 yrs 10 mo
AUM
₹750.57 Cr
₹201.68 Cr
Alpha – 1 Year
13.64%
12.55%
Alpha – 3 Years
6.63%
0.73%
Information Ratio – 3 Years
0.54
0.15
Volatility – 1 Year
20.46%
22.73%
Volatility – 3 Years
21.62%
20.11%
Beta – 1 Year
1.00
1.17
Beta – 3 Years
1.18
1.13
Sharpe Ratio – 1 Year
0.66
0.58
Sharpe Ratio – 3 Years
0.66
0.44
Worst Rolling Year
18.50%
7.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−29.06%
−25.65%
Recovery Period
394 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 38% · M 4% · S 49%
Number of Stocks
—
24
Portfolio P/E
—
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%