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Alchemy Smart Alpha 250 (Momentum) vs ICICI Prudential PMS SMART Strategy

Alchemy Smart Alpha 250 (Momentum)

ICICI Prudential PMS SMART Strategy

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

ICICI Prudential PMS SMART Strategy

Return for the risk

3 yrs return

15%

20%

25%

ICICI Prudential PMS SMART Strategy

18.3% • vol 16%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

1.01%

6 Months

—

−0.43%

1 Year

—

9.23%

3 Years

—

18.28%

5 Years

—

19.35%

Since Inception

—

14.50%

Fund Age

—

11 yrs 10 mo

AUM

—

₹142.38 Cr

Alpha – 1 Year

—

4.51%

Alpha – 3 Years

—

6.19%

Information Ratio – 3 Years

—

1.27

Volatility – 1 Year

—

17.36%

Volatility – 3 Years

—

16.03%

Beta – 1 Year

—

0.98

Beta – 3 Years

—

1.00

Sharpe Ratio – 1 Year

—

0.29

Sharpe Ratio – 3 Years

—

0.81

Worst Rolling Year

—

-11.56%

Value at Worst Rolling Year

—

₹0.88 Cr

Deepest Drawdown

—

−20.38%

Recovery Period

—

271 days

1-Year Rolling Windows Positive

—

93.11%

Median Rolling Year

—

18.84%

5-Year Rolling Windows Positive

—

96.39%

Market-Cap Mix

—

L 61% · M 15% · S 20%

Number of Stocks

—

Portfolio P/E

—

26.08

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 · 6.79%

Larsen & Toubro Ltd · 5.85%

State Bank of India · 5.57%

Bharti Airtel Ltd · 4.92%

Trent Ltd · 3.92%

Top Sectors

—

Fixed Fee

—

2.25% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0% / 0%

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