Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Alpha Alternatives - Systematic Equity
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Alpha Alternatives - Systematic Equity
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
1.47%
6 Months
29.53%
3.88%
1 Year
21.75%
−7.98%
3 Years
—
11.06%
5 Years
—
10.06%
Since Inception
18.46%
11.56%
Fund Age
2 yrs 8 mo
5 yrs 3 mo
AUM
₹8.13 Cr
₹106.37 Cr
Alpha – 1 Year
17.03%
−10.96%
Alpha – 3 Years
—
−0.82%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
21.90%
16.00%
Volatility – 3 Years
—
17.59%
Beta – 1 Year
0.99
0.79
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.76
-0.78
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 12% · S 87%
—
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%
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%