Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs Ambit-Alpha Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
Ambit-Alpha Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
−1.10%
6 Months
—
12.88%
1 Year
—
−0.84%
3 Years
—
15.76%
5 Years
—
16.23%
Since Inception
—
21.25%
Fund Age
—
5 yrs 6 mo
AUM
—
₹529.7 Cr
Alpha – 1 Year
—
−0.41%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
—
20.62%
Volatility – 3 Years
—
22.08%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
—
-0.21
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.76%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−33.96%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 7% · S 82%
Number of Stocks
—
91
Portfolio P/E
—
30.00
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%
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
Top Sectors
—
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%