Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 (Momentum) vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250 (Momentum)
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
—
3.01%
6 Months
—
9.93%
1 Year
—
7.49%
3 Years
—
9.34%
5 Years
—
—
Since Inception
—
11.87%
Fund Age
—
4 yrs 7 mo
AUM
—
₹1,953.44 Cr
Alpha – 1 Year
—
2.77%
Alpha – 3 Years
—
−2.75%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
—
19.15%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
—
0.19
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−20.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 17% · M 8% · S 75%
Number of Stocks
—
—
Portfolio P/E
—
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—