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Alchemy Smart Alpha 250 (Momentum) vs ASK - IEP

Alchemy Smart Alpha 250 (Momentum)

ASK - IEP

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

ASK - IEP

Return for the risk

3 yrs return

10%

ASK - IEP

4.3% • vol 14.6%

10%

20%

Volatility • 3 yrs deviation

1 Month

—

4.25%

6 Months

—

−4.32%

1 Year

—

−3.76%

3 Years

—

4.26%

5 Years

—

5.30%

Since Inception

—

15.06%

Fund Age

—

16 yrs 6 mo

AUM

—

₹6,178.21 Cr

Alpha – 1 Year

—

−6.74%

Alpha – 3 Years

—

−7.62%

Information Ratio – 3 Years

—

-1.54

Volatility – 1 Year

—

17.92%

Volatility – 3 Years

—

14.61%

Beta – 1 Year

—

0.98

Beta – 3 Years

—

0.91

Sharpe Ratio – 1 Year

—

-0.43

Sharpe Ratio – 3 Years

—

-0.01

Worst Rolling Year

—

-1.02%

Value at Worst Rolling Year

—

₹0.99 Cr

Deepest Drawdown

—

−20.59%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

99.47%

Median Rolling Year

—

14.98%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

L 52% · M 27% · S 20%

Number of Stocks

—

Portfolio P/E

—

33.48

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%

Kotak Mahindra Bank Ltd · 7.51%

Reliance Industries Ltd · 6.64%

Mahindra & Mahindra Financial Services Ltd · 6.38%

Bajaj Finserv Ltd · 6.28%

Tata Consultancy Services Ltd · 5.57%

Top Sectors

—

Financial Services · 28.24%

Capital Goods · 17.21%

Healthcare · 10.88%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 1% / 1%

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