Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Alchemy - Ascent
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Alchemy - Ascent
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
4.39%
6 Months
29.53%
8.65%
1 Year
21.75%
14.07%
3 Years
—
8.50%
5 Years
—
7.26%
Since Inception
18.46%
13.68%
Fund Age
2 yrs 8 mo
6 yrs 11 mo
AUM
₹8.13 Cr
₹234.24 Cr
Alpha – 1 Year
17.03%
9.35%
Alpha – 3 Years
—
−3.59%
Information Ratio – 3 Years
—
-0.32
Volatility – 1 Year
21.90%
17.05%
Volatility – 3 Years
—
19.82%
Beta – 1 Year
0.99
0.90
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.76
0.55
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
4.86%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−16.80%
−34.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 12% · S 87%
L 25% · M 33% · S 39%
Number of Stocks
—
70
Portfolio P/E
—
29.14
Top 5 Holdings
Welspun Corp Ltd · 7.37%
Syrma SGS Technology Ltd · 6.40%
Usha Martin Ltd · 5.72%
Granules India Ltd · 5.60%
Narayana Hrudayalaya Ltd · 5.58%
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Top Sectors
—
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%