Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Alchemy Smart Alpha 250
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Alchemy Smart Alpha 250
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
2.23%
6 Months
29.53%
5.86%
1 Year
21.75%
18.36%
3 Years
—
18.72%
5 Years
—
—
Since Inception
18.46%
18.90%
Fund Age
2 yrs 8 mo
3 yrs
AUM
₹8.13 Cr
₹750.57 Cr
Alpha – 1 Year
17.03%
13.64%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
21.90%
20.46%
Volatility – 3 Years
—
21.62%
Beta – 1 Year
0.99
1.00
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.76
0.66
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
18.50%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−16.80%
−29.06%
Recovery Period
Not yet recovered
394 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.09%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 12% · S 87%
L 37% · M 53% · S 9%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%