Alchemy Smart Alpha 250 PMS
To generate long term risk adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 4.88% | 0.99 | 17.93% | 71.87% |
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 | 2.87% | 7.61% | 12.42% | 13.94% | 7.88% | - | - | - | 21.46% |
| S&P BSE 500 TRI | -0.17% | -2.34% | -5.39% | -0.07% | 4.14% | - | - | - | 11.31% |
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 10M | 745.53 | S&P BSE 500 TRI | 21.46% | 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 | 2.79% | 11% | 71.87% | 13.79% | 1.01 | 17.93% | 0.28 | 8.78% | 0.61 | 59.38 % |
| Nifty 500 | 1.75% | 10.79% | 12.54% | 1.01 | 6.93% | 0.60 | 59.38 % | |||
| Nifty Midcap 100 | -5.32% | 10.2% | 4.88% | 0.99 | 1.67% | 0.19 | 53.13 % | |||
| Nifty Smallcap 100 | 3.99% | 10.29% | 14.28% | 0.81 | 5.94% | 0.60 | 56.25 % | |||
| BSE 500 | 2.10% | 10.79% | 12.89% | 1.01 | 7.42% | 0.64 | 59.38 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| MULTI COMMODITY EXCHANGE OF INDIA LTD | 7.46 |
| NATIONAL ALUMINIUM COMPANY LTD | 6.66 |
| VEDANTA LTD | 5.13 |
| BSE LTD | 4.96 |
| HINDUSTAN COPPER LTD | 4.86 |
| JINDAL STEEL LTD | 4.22 |
| STEEL AUTHORITY OF INDIA LTD | 4.11 |
| COAL INDIA LTD | 4.05 |
| AU SMALL FINANCE BANK LTD | 3.89 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LTD | 3.88 |
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 31st May 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 Mar 26.
