Alchemy Smart Alpha 250 PMS
To generate long term risk adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 6.45% | 1.04 | 21.97% | 73.53% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Alchemy Capital Management Smart Alpha 250 | -4.07% | 14.52% | 6.36% | 3.28% | 2.59% | - | - | - | 19.07% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | - | - | - | 11.63% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Alchemy Capital Management Smart Alpha 250 | Mid & Large Cap | Mr. Alok Agarwal | 10 August 2023 | 2Y 11M | 731.99 | S&P BSE 500 TRI | 19.07% | 25 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 8.44% | 10.37% | 73.53% | 18.81% | 1.24 | 21.97% | 0.47 | 13.70% | 0.93 | 61.76 % |
| Nifty 500 | 4.51% | 10.07% | 14.58% | 1.18 | 10.11% | 0.87 | 61.76 % | |||
| Nifty Midcap 100 | -3.25% | 9.7% | 6.45% | 1.04 | 3.26% | 0.38 | 55.88 % | |||
| Nifty Smallcap 100 | 2.99% | 9.53% | 12.52% | 0.83 | 5.94% | 0.61 | 55.88 % | |||
| BSE 500 | 4.98% | 10.08% | 15.06% | 1.19 | 10.70% | 0.91 | 61.76 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Consumer Discretionary | 0.00 |
| Industrials | 20.00 |
| Financials | 42.60 |
| Information Technology | 15.00 |
| Health Care | 10.30 |
| Financials | 33.20 |
| Materials | 40.40 |
| Industrials | 19.70 |
| Consumer Discretionary | 15.00 |
| Health Care | 7.50 |
| Energy | 4.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 34.00 |
| Mid Cap | 56.00 |
| Small Cap | 7.00 |
| Cash | 0.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
