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Alchemy Smart Alpha 250 (Momentum) vs Dalal & Broacha - Long Term Growth

Alchemy Smart Alpha 250 (Momentum)

Dalal & Broacha - Long Term Growth

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Dalal & Broacha - Long Term Growth

Return for the risk

3 yrs return

10%

15%

20%

Dalal & Broacha - Long Term Growth

14.8% • vol 17.5%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

0.61%

6 Months

—

11.19%

1 Year

—

4.47%

3 Years

—

14.82%

5 Years

—

12.64%

Since Inception

—

13.38%

Fund Age

—

19 yrs

AUM

—

₹1,249 Cr

Alpha – 1 Year

—

4.82%

Alpha – 3 Years

—

5.82%

Information Ratio – 3 Years

—

0.87

Volatility – 1 Year

—

21.24%

Volatility – 3 Years

—

17.51%

Beta – 1 Year

—

1.09

Beta – 3 Years

—

1.04

Sharpe Ratio – 1 Year

—

0.05

Sharpe Ratio – 3 Years

—

0.69

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 40% · M 40% · S 15%

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

—

2.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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