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Alchemy Smart Alpha 250 (Momentum) vs Fortuna One: Long term Capital Compounding Approach

Alchemy Smart Alpha 250 (Momentum)

Fortuna One: Long term Capital Compounding Approach

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Fortuna One: Long term Capital Compounding Approach

Return for the risk

3 yrs return

20%

25%

30%

Fortuna One: Long term Capital Compounding Approach

23.8% • vol 28.8%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

—

4.05%

6 Months

—

16.98%

1 Year

—

13.25%

3 Years

—

23.80%

5 Years

—

Since Inception

—

27.59%

Fund Age

—

3 yrs 1 mo

AUM

—

₹90.57 Cr

Alpha – 1 Year

—

8.53%

Alpha – 3 Years

—

11.71%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

28.81%

Volatility – 3 Years

—

28.81%

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.51

Sharpe Ratio – 3 Years

—

0.51

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.75%

Recovery Period

—

36 days

1-Year Rolling Windows Positive

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Median Rolling Year

—

5-Year Rolling Windows Positive

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Market-Cap Mix

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Number of Stocks

—

Portfolio P/E

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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%

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Top Sectors

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Fixed Fee

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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