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Alchemy Smart Alpha 250 (Momentum) vs Incred Focused Healthcare Portfolio

Alchemy Smart Alpha 250 (Momentum)

Incred Focused Healthcare Portfolio

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Incred Focused Healthcare Portfolio

Return for the risk

3 yrs return

25%

30%

35%

40%

Incred Focused Healthcare Portfolio

32.1% • vol 22.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

4.05%

6 Months

—

6.73%

1 Year

—

−2.26%

3 Years

—

32.06%

5 Years

—

Since Inception

—

37.04%

Fund Age

—

3 yrs

AUM

—

₹174.65 Cr

Alpha – 1 Year

—

−5.24%

Alpha – 3 Years

—

20.17%

Information Ratio – 3 Years

—

0.81

Volatility – 1 Year

—

26.32%

Volatility – 3 Years

—

22.60%

Beta – 1 Year

—

1.14

Beta – 3 Years

—

0.69

Sharpe Ratio – 1 Year

—

-0.17

Sharpe Ratio – 3 Years

—

1.11

Worst Rolling Year

—

32.07%

Value at Worst Rolling Year

—

₹1.32 Cr

Deepest Drawdown

—

−30.55%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

33.22%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

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%

—

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 1% / 0%

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