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Alchemy Smart Alpha 250 (Momentum) vs Axis - Emerging Stars Portfolio

Alchemy Smart Alpha 250 (Momentum)

Axis - Emerging Stars Portfolio

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Axis - Emerging Stars Portfolio

Return for the risk

1 yr return

10%

15%

Axis - Emerging Stars Portfolio

9.7% • vol 24.2%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

−1.88%

6 Months

—

17.49%

1 Year

—

9.72%

3 Years

—

5 Years

—

Since Inception

—

6.83%

Fund Age

—

2 yrs 3 mo

AUM

—

₹104.19 Cr

Alpha – 1 Year

—

6.74%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

24.22%

Volatility – 3 Years

—

Beta – 1 Year

—

1.13

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.27

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−19.46%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 3% · M 1% · S 92%

Number of Stocks

—

Portfolio P/E

—

29.66

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%

EPL Ltd · 4.78%

Welspun Corp Ltd · 3.89%

Cartrade Tech Ltd · 3.77%

Cash & Cash Equivalent · 3.69%

Senco Gold Ltd · 3.65%

Top Sectors

—

Capital Goods · 18.42%

Consumer Services · 11.65%

Financial Services · 11.51%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0% / 0%

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