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Alchemy Smart Alpha 250 (Momentum) vs Axis - Brand Equity PMS

Alchemy Smart Alpha 250 (Momentum)

Axis - Brand Equity PMS

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Axis - Brand Equity PMS

Return for the risk

3 yrs return

10%

15%

Axis - Brand Equity PMS

7.7% • vol 17.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

2.39%

6 Months

—

10.60%

1 Year

—

2.51%

3 Years

—

7.68%

5 Years

—

9.38%

Since Inception

—

10.51%

Fund Age

—

9 yrs 6 mo

AUM

—

₹804.15 Cr

Alpha – 1 Year

—

2.94%

Alpha – 3 Years

—

−0.89%

Information Ratio – 3 Years

—

-0.08

Volatility – 1 Year

—

21.76%

Volatility – 3 Years

—

17.30%

Beta – 1 Year

—

1.23

Beta – 3 Years

—

1.08

Sharpe Ratio – 1 Year

—

-0.04

Sharpe Ratio – 3 Years

—

0.20

Worst Rolling Year

—

-3.22%

Value at Worst Rolling Year

—

₹0.97 Cr

Deepest Drawdown

—

−26.72%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

96.55%

Median Rolling Year

—

12.69%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

L 26% · M 6% · S 61%

Number of Stocks

—

Portfolio P/E

—

35.23

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 · 7.12%

Mahindra & Mahindra Ltd · 5.74%

Eternal Ltd · 4.45%

EPL Ltd · 4.26%

Welspun Corp Ltd · 4.22%

Top Sectors

—

Capital Goods · 15.47%

Financial Services · 11.78%

Automobile and Auto Components · 9.96%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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