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Alchemy Smart Alpha 250 (Momentum) vs Capitalmind - Adaptive Momentum

Alchemy Smart Alpha 250 (Momentum)

Capitalmind - Adaptive Momentum

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Capitalmind - Adaptive Momentum

Return for the risk

3 yrs return

10%

15%

Capitalmind - Adaptive Momentum

7.1% • vol 19.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

−3.10%

6 Months

—

2.63%

1 Year

—

−0.59%

3 Years

—

7.10%

5 Years

—

6.17%

Since Inception

—

16.60%

Fund Age

—

7 yrs 4 mo

AUM

—

₹226.32 Cr

Alpha – 1 Year

—

−0.16%

Alpha – 3 Years

—

−1.47%

Information Ratio – 3 Years

—

-0.04

Volatility – 1 Year

—

15.34%

Volatility – 3 Years

—

19.64%

Beta – 1 Year

—

0.73

Beta – 3 Years

—

0.82

Sharpe Ratio – 1 Year

—

-0.32

Sharpe Ratio – 3 Years

—

0.17

Worst Rolling Year

—

7.10%

Value at Worst Rolling Year

—

₹1.07 Cr

Deepest Drawdown

—

−28.77%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

24.04%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

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%

—

Top Sectors

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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