Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
—
1.61%
6 Months
—
4.03%
1 Year
—
4.49%
3 Years
—
14.35%
5 Years
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Since Inception
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16.62%
Fund Age
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4 yrs
AUM
—
₹303 Cr
Alpha – 1 Year
—
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
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1.15
Volatility – 1 Year
—
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
—
0.98
Beta – 3 Years
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0.97
Sharpe Ratio – 1 Year
—
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
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14.36%
Value at Worst Rolling Year
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₹1.14 Cr
Deepest Drawdown
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−16.17%
Recovery Period
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245 days
1-Year Rolling Windows Positive
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100.00%
Median Rolling Year
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18.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
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0.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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