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Alchemy Smart Alpha 250 (Momentum) vs Equentis Concentrated Portfolio

Alchemy Smart Alpha 250 (Momentum)

Equentis Concentrated Portfolio

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Equentis Concentrated Portfolio

Return for the risk

1 yr return

10%

Equentis Concentrated Portfolio

4.4% • vol 15.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

2.11%

6 Months

—

6.51%

1 Year

—

4.40%

3 Years

—

5 Years

—

Since Inception

—

5.71%

Fund Age

—

18 mo

AUM

—

₹24.25 Cr

Alpha – 1 Year

—

4.75%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

15.94%

Volatility – 3 Years

—

Beta – 1 Year

—

0.93

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.02

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−14.84%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 56% · M 22% · S 19%

Number of Stocks

—

Portfolio P/E

—

41.96

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%

Cash & Cash Equivalent · 7.76%

State Bank of India · 4.90%

Nippon India ETF Nifty PSU Bank BeES · 4.32%

Lenskart Solutions Ltd · 3.99%

ICICI Pru Nifty Metal ETF · 3.85%

Top Sectors

—

Financial Services · 30.22%

Consumer Services · 10.32%

Healthcare · 9.79%

Fixed Fee

—

2.25% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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