Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Unifi APJ 20*
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%
3.07%
6 Months
5.86%
13.63%
1 Year
18.36%
10.76%
3 Years
18.72%
13.00%
5 Years
—
13.13%
Since Inception
18.90%
20.07%
Fund Age
3 yrs
10 yrs 11 mo
AUM
₹750.57 Cr
₹942.94 Cr
Alpha – 1 Year
13.64%
6.04%
Alpha – 3 Years
6.63%
0.91%
Information Ratio – 3 Years
0.54
0.27
Volatility – 1 Year
20.46%
18.61%
Volatility – 3 Years
21.62%
17.55%
Beta – 1 Year
1.00
1.02
Beta – 3 Years
1.18
1.01
Sharpe Ratio – 1 Year
0.66
0.35
Sharpe Ratio – 3 Years
0.66
0.49
Worst Rolling Year
18.50%
-10.32%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−29.06%
−17.59%
Recovery Period
394 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
19.09%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 53% · S 9%
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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