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Alchemy Smart Alpha 250 (Momentum) vs Asit C Mehta - Ace Blue-chip

Alchemy Smart Alpha 250 (Momentum)

Asit C Mehta - Ace Blue-chip

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Asit C Mehta - Ace Blue-chip

Return for the risk

3 yrs return

10%

15%

20%

Asit C Mehta - Ace Blue-chip

16.6% • vol 15.8%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

−2.58%

6 Months

—

1.87%

1 Year

—

8.68%

3 Years

—

16.60%

5 Years

—

15.36%

Since Inception

—

12.51%

Fund Age

—

8 yrs 8 mo

AUM

—

₹4.55 Cr

Alpha – 1 Year

—

3.96%

Alpha – 3 Years

—

4.51%

Information Ratio – 3 Years

—

0.64

Volatility – 1 Year

—

15.98%

Volatility – 3 Years

—

15.76%

Beta – 1 Year

—

0.87

Beta – 3 Years

—

0.94

Sharpe Ratio – 1 Year

—

0.27

Sharpe Ratio – 3 Years

—

0.72

Worst Rolling Year

—

1.47%

Value at Worst Rolling Year

—

₹1.01 Cr

Deepest Drawdown

—

−17.84%

Recovery Period

—

136 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

19.72%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

L 68% · M 14% · S 12%

Number of Stocks

—

Portfolio P/E

—

31.16

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 · 15.72%

Ambuja Cements Ltd · 9.65%

Reliance Industries Ltd · 8.91%

Havells India Ltd · 8.83%

ICICI Bank Ltd · 7.45%

Top Sectors

—

Financial Services · 17.75%

Capital Goods · 11.04%

Construction Materials · 9.65%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 0% / 0%

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