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Alchemy Smart Alpha 250 (Momentum) vs Axis - APLHASENSE AI

Alchemy Smart Alpha 250 (Momentum)

Axis - APLHASENSE AI

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Axis - APLHASENSE AI

Return for the risk

1 yr return

-10%

-5%

Axis - APLHASENSE AI

-6.8% • vol 11.6%

10%

20%

Volatility • 1 yr deviation

1 Month

—

0.11%

6 Months

—

−3.92%

1 Year

—

−6.84%

3 Years

—

5 Years

—

Since Inception

—

4.50%

Fund Age

—

2 yrs 8 mo

AUM

—

₹3.74 Cr

Alpha – 1 Year

—

−4.88%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

11.57%

Volatility – 3 Years

—

Beta – 1 Year

—

0.63

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-1.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−14.09%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 42% · M 43% · S 15%

Number of Stocks

—

Portfolio P/E

—

42.34

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%

Marico Ltd · 8.52%

Torrent Pharmaceuticals Ltd · 8.15%

Britannia Industries Ltd · 7.78%

Nestle India Ltd · 7.41%

Glaxosmithkline Pharmaceuticals Ltd · 7.04%

Top Sectors

—

Fast Moving Consumer Goods · 28.52%

Healthcare · 25.55%

Capital Goods · 15.56%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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