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Alchemy Smart Alpha 250 (Momentum) vs Maximal Income Fund

Alchemy Smart Alpha 250 (Momentum)

Maximal Income Fund

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Growth of ₹1 Crore

Alchemy Smart Alpha 250 (Momentum)

Maximal Income Fund

Return for the risk

3 yrs return

15%

20%

25%

Maximal Income Fund

20.4% • vol 8.7%

10%

20%

Volatility • 3 yrs deviation

1 Month

—

1.24%

6 Months

—

7.09%

1 Year

—

17.57%

3 Years

—

20.39%

5 Years

—

Since Inception

—

19.75%

Fund Age

—

4 yrs 2 mo

AUM

—

₹49.8 Cr

Alpha – 1 Year

—

16.32%

Alpha – 3 Years

—

14.92%

Information Ratio – 3 Years

—

1.66

Volatility – 1 Year

—

7.36%

Volatility – 3 Years

—

8.69%

Beta – 1 Year

—

1.50

Beta – 3 Years

—

0.91

Sharpe Ratio – 1 Year

—

1.55

Sharpe Ratio – 3 Years

—

1.63

Worst Rolling Year

—

18.51%

Value at Worst Rolling Year

—

₹1.19 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

21.68%

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

—

1.00% / yr

Performance Fee / Plan

—

15% of profit, above 15%

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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