Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
5.86%
11.30%
1 Year
18.36%
5.88%
3 Years
18.72%
—
5 Years
—
—
Since Inception
18.90%
10.85%
Fund Age
3 yrs
2 yrs 5 mo
AUM
₹750.57 Cr
₹45.96 Cr
Alpha – 1 Year
13.64%
−0.98%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.54
—
Volatility – 1 Year
20.46%
21.88%
Volatility – 3 Years
21.62%
—
Beta – 1 Year
1.00
2.00
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.66
0.12
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
18.50%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−29.06%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
—
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1.5% / 1%