Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
−1.54%
6 Months
29.53%
−5.38%
1 Year
21.75%
−6.70%
3 Years
—
7.98%
5 Years
—
—
Since Inception
18.46%
7.98%
Fund Age
2 yrs 8 mo
2 yrs 11 mo
AUM
₹8.13 Cr
₹7.31 Cr
Alpha – 1 Year
17.03%
−6.35%
Alpha – 3 Years
—
−1.02%
Information Ratio – 3 Years
—
-0.08
Volatility – 1 Year
21.90%
17.44%
Volatility – 3 Years
—
15.65%
Beta – 1 Year
0.99
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
-0.61
Sharpe Ratio – 3 Years
—
0.22
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 12% · S 87%
L 61% · M 26% · S 9%
Number of Stocks
—
66
Portfolio P/E
—
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
—
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 0% / 0%