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Alchemy Smart Alpha 250 (Momentum) vs Bonanza Multicap

Alchemy Smart Alpha 250 (Momentum)

Bonanza Multicap

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Bonanza Multicap

Return for the risk

3 yrs return

10%

15%

20%

Bonanza Multicap

12.9% • vol 27.4%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

—

5.27%

6 Months

—

15.28%

1 Year

—

11.46%

3 Years

—

12.93%

5 Years

—

14.25%

Since Inception

—

20.43%

Fund Age

—

8 yrs 1 mo

AUM

—

₹7.34 Cr

Alpha – 1 Year

—

11.81%

Alpha – 3 Years

—

3.93%

Information Ratio – 3 Years

—

0.17

Volatility – 1 Year

—

25.10%

Volatility – 3 Years

—

27.35%

Beta – 1 Year

—

1.24

Beta – 3 Years

—

1.14

Sharpe Ratio – 1 Year

—

0.33

Sharpe Ratio – 3 Years

—

0.39

Worst Rolling Year

—

12.27%

Value at Worst Rolling Year

—

₹1.12 Cr

Deepest Drawdown

—

−33.40%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

29.35%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 8% · M 5% · S 83%

Number of Stocks

—

Portfolio P/E

—

30.34

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%

Cash & Cash Equivalent · 5.71%

Bajaj Finance Ltd · 5.23%

Garden Reach Shipbuilders & Engineers Ltd · 5.13%

Northern Arc Capital Ltd · 4.74%

SG Finserve Ltd · 4.72%

Top Sectors

—

Capital Goods · 23.11%

Financial Services · 21.74%

Chemicals · 10.15%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0% / 0%

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