Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
−0.96%
6 Months
—
0.48%
1 Year
—
5.92%
3 Years
—
7.42%
5 Years
—
7.02%
Since Inception
—
14.49%
Fund Age
—
14 yrs 5 mo
AUM
—
₹332.27 Cr
Alpha – 1 Year
—
6.27%
Alpha – 3 Years
—
−1.58%
Information Ratio – 3 Years
—
-0.22
Volatility – 1 Year
—
17.19%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
—
1.07
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
0.12
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
-8.23%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−19.80%
Recovery Period
—
265 days
1-Year Rolling Windows Positive
—
95.19%
Median Rolling Year
—
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 58% · M 13% · S 28%
Number of Stocks
—
27
Portfolio P/E
—
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
—
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%