Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
5.48%
6 Months
—
13.51%
1 Year
—
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
—
19.28%
Fund Age
—
4 yrs 2 mo
AUM
—
₹36.17 Cr
Alpha – 1 Year
—
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
—
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
—
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
—
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−26.89%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%