Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
—
−3.81%
6 Months
—
10.86%
1 Year
—
−4.49%
3 Years
—
22.00%
5 Years
—
21.09%
Since Inception
—
7.35%
Fund Age
—
8 yrs 9 mo
AUM
—
₹1,454.75 Cr
Alpha – 1 Year
—
−7.47%
Alpha – 3 Years
—
10.11%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
—
31.30%
Volatility – 3 Years
—
27.30%
Beta – 1 Year
—
1.42
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
—
-0.18
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
-30.88%
Value at Worst Rolling Year
—
₹0.69 Cr
Deepest Drawdown
—
−34.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
83.55%
Median Rolling Year
—
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
—
L 0% · S 88%
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%