Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
AlfAccurate Advisors - AAA Budding Beasts
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
4.40%
6 Months
29.53%
22.62%
1 Year
21.75%
24.22%
3 Years
—
21.85%
5 Years
—
23.03%
Since Inception
18.46%
26.36%
Fund Age
2 yrs 8 mo
5 yrs 7 mo
AUM
₹8.13 Cr
₹1,251.52 Cr
Alpha – 1 Year
17.03%
19.50%
Alpha – 3 Years
—
9.76%
Information Ratio – 3 Years
—
1.14
Volatility – 1 Year
21.90%
21.48%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
0.99
1.12
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.76
0.87
Sharpe Ratio – 3 Years
—
0.92
Worst Rolling Year
—
19.03%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−16.80%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 12% · S 87%
L 14% · M 27% · S 55%
Number of Stocks
—
60
Portfolio P/E
—
39.40
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%
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
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%
2% / 0% / 0%