Compare Schemes

Alchemy Smart Alpha 250 (Momentum) vs Alphaa Better Risk Reward 30 stocks

Alchemy Smart Alpha 250 (Momentum)

Alphaa Better Risk Reward 30 stocks

Add Scheme

Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Alphaa Better Risk Reward 30 stocks

Return for the risk

3 yrs return

10%

15%

Alphaa Better Risk Reward 30 stocks

8% • vol 15.7%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

−1.54%

6 Months

—

−5.38%

1 Year

—

−6.70%

3 Years

—

7.98%

5 Years

—

Since Inception

—

7.98%

Fund Age

—

2 yrs 11 mo

AUM

—

₹7.31 Cr

Alpha – 1 Year

—

−6.35%

Alpha – 3 Years

—

−1.02%

Information Ratio – 3 Years

—

-0.08

Volatility – 1 Year

—

17.44%

Volatility – 3 Years

—

15.65%

Beta – 1 Year

—

1.08

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.61

Sharpe Ratio – 3 Years

—

0.22

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−21.15%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 61% · M 26% · S 9%

Number of Stocks

—

Portfolio P/E

—

27.03

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%

HDFC Bank Ltd · 17.83%

Britannia Industries Ltd · 12.81%

Cash & Cash Equivalent · 8.07%

Bharti Airtel Ltd · 3.91%

Infosys Ltd · 3.85%

Top Sectors

—

Financial Services · 31.63%

Fast Moving Consumer Goods · 18.10%

Healthcare · 10.31%

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1.5% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.