Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
Wright Factor Fund
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%
10.96%
6 Months
5.86%
14.84%
1 Year
18.36%
16.93%
3 Years
18.72%
—
5 Years
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—
Since Inception
18.90%
20.33%
Fund Age
3 yrs
3 yrs
AUM
₹750.57 Cr
₹214.05 Cr
Alpha – 1 Year
13.64%
12.21%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.54
0.51
Volatility – 1 Year
20.46%
22.29%
Volatility – 3 Years
21.62%
21.03%
Beta – 1 Year
1.00
0.97
Beta – 3 Years
1.18
0.97
Sharpe Ratio – 1 Year
0.66
0.57
Sharpe Ratio – 3 Years
0.66
0.72
Worst Rolling Year
18.50%
18.92%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−29.06%
−27.91%
Recovery Period
394 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
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—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%