Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs ASK-IVP
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
ASK-IVP
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
1.91%
6 Months
—
−1.55%
1 Year
—
2.26%
3 Years
—
3.37%
5 Years
—
4.66%
Since Inception
—
9.07%
Fund Age
—
6 yrs 8 mo
AUM
—
₹55.15 Cr
Alpha – 1 Year
—
−0.72%
Alpha – 3 Years
—
−8.51%
Information Ratio – 3 Years
—
-1.16
Volatility – 1 Year
—
17.30%
Volatility – 3 Years
—
16.20%
Beta – 1 Year
—
0.96
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
—
-0.10
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
0.65%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−23.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.70%
Median Rolling Year
—
10.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 31% · S 6%
Number of Stocks
—
26
Portfolio P/E
—
31.94
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
Top Sectors
—
Financial Services · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%