Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs Fort Capital -Dynamic
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
Fort Capital -Dynamic
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
—
1.01%
6 Months
—
9.13%
1 Year
—
14.46%
3 Years
—
—
5 Years
—
—
Since Inception
—
18.87%
Fund Age
—
2 yrs 7 mo
AUM
—
₹204.29 Cr
Alpha – 1 Year
—
14.81%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
18.18%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.54
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.11%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 66% · M 1% · S 30%
Number of Stocks
—
68
Portfolio P/E
—
33.26
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%
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
Top Sectors
—
Financial Services · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%