Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
5.86%
20.32%
1 Year
18.36%
29.93%
3 Years
18.72%
—
5 Years
—
—
Since Inception
18.90%
15.24%
Fund Age
3 yrs
1 yr 9 mo
AUM
₹750.57 Cr
₹3.17 Cr
Alpha – 1 Year
13.64%
25.21%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
20.46%
24.54%
Volatility – 3 Years
21.62%
—
Beta – 1 Year
1.00
1.19
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.66
0.97
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
18.50%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−29.06%
−12.48%
Recovery Period
394 days
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –