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Alchemy Smart Alpha 250 (Momentum) vs Master Trust India Growth Strategy

Alchemy Smart Alpha 250 (Momentum)

Master Trust India Growth Strategy

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Master Trust India Growth Strategy

Return for the risk

3 yrs return

10%

15%

20%

Master Trust India Growth Strategy

14.1% • vol 20.2%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

5.45%

6 Months

—

16.85%

1 Year

—

9.30%

3 Years

—

14.05%

5 Years

—

14.30%

Since Inception

—

24.29%

Fund Age

—

14 yrs 10 mo

AUM

—

₹372.24 Cr

Alpha – 1 Year

—

4.58%

Alpha – 3 Years

—

1.97%

Information Ratio – 3 Years

—

0.33

Volatility – 1 Year

—

21.18%

Volatility – 3 Years

—

20.18%

Beta – 1 Year

—

1.04

Beta – 3 Years

—

1.12

Sharpe Ratio – 1 Year

—

0.27

Sharpe Ratio – 3 Years

—

0.49

Worst Rolling Year

—

-10.46%

Value at Worst Rolling Year

—

₹0.90 Cr

Deepest Drawdown

—

−23.77%

Recovery Period

—

99 days

1-Year Rolling Windows Positive

—

93.61%

Median Rolling Year

—

27.35%

5-Year Rolling Windows Positive

—

100.00%

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%

Antelopus Selan Energy Ltd

Landmark Cars Ltd

Shilpa Medicare Ltd

Top Sectors

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 1.5% / 0.5%

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