Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs ICICI Prudential - ACE Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
ICICI Prudential - ACE Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
1.50%
6 Months
—
6.39%
1 Year
—
8.34%
3 Years
—
20.57%
5 Years
—
14.25%
Since Inception
—
14.53%
Fund Age
—
15 yrs 8 mo
AUM
—
₹1,471.29 Cr
Alpha – 1 Year
—
3.62%
Alpha – 3 Years
—
8.48%
Information Ratio – 3 Years
—
1.81
Volatility – 1 Year
—
17.64%
Volatility – 3 Years
—
15.55%
Beta – 1 Year
—
1.00
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
—
0.24
Sharpe Ratio – 3 Years
—
0.95
Worst Rolling Year
—
-7.80%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−18.41%
Recovery Period
—
158 days
1-Year Rolling Windows Positive
—
94.89%
Median Rolling Year
—
19.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 16% · S 33%
Number of Stocks
—
33
Portfolio P/E
—
29.89
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%
FSN E-Commerce Ventures Ltd · 5.67%
ICICI Bank Ltd · 5.66%
Eternal Ltd · 5.22%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.47%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%