Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
3.29%
6 Months
5.86%
14.68%
1 Year
18.36%
11.65%
3 Years
18.72%
7.09%
5 Years
—
8.41%
Since Inception
18.90%
10.45%
Fund Age
3 yrs
10 yrs 5 mo
AUM
₹750.57 Cr
₹24.48 Cr
Alpha – 1 Year
13.64%
12.00%
Alpha – 3 Years
6.63%
−1.90%
Information Ratio – 3 Years
0.54
-0.12
Volatility – 1 Year
20.46%
20.48%
Volatility – 3 Years
21.62%
16.32%
Beta – 1 Year
1.00
1.11
Beta – 3 Years
1.18
1.00
Sharpe Ratio – 1 Year
0.66
0.36
Sharpe Ratio – 3 Years
0.66
0.15
Worst Rolling Year
18.50%
-5.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−29.06%
−24.00%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
19.09%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –