Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
Concept Investwell - Legend Flexi
Return for the risk
1 yr return
-5%
0%
5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
—
0.12%
6 Months
—
0.78%
1 Year
—
0.49%
3 Years
—
—
5 Years
—
—
Since Inception
—
4.91%
Fund Age
—
2 yrs 3 mo
AUM
—
₹1.52 Cr
Alpha – 1 Year
—
−2.49%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
16.48%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.58%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 64% · M 1% · S 35%
Number of Stocks
—
28
Portfolio P/E
—
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
—
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%