Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
Ckredence-Diversified Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
5.36%
6 Months
—
17.83%
1 Year
—
22.60%
3 Years
—
18.89%
5 Years
—
16.73%
Since Inception
—
18.63%
Fund Age
—
5 yrs 2 mo
AUM
—
₹146.97 Cr
Alpha – 1 Year
—
17.88%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
0.75
Volatility – 1 Year
—
20.18%
Volatility – 3 Years
—
16.94%
Beta – 1 Year
—
1.05
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
—
0.85
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
15.50%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−17.05%
Recovery Period
—
199 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 20% · M 19% · S 58%
Number of Stocks
—
32
Portfolio P/E
—
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
—
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%