Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Alphaa Focused Small-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Alphaa Focused Small-Cap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
0.26%
6 Months
29.53%
4.25%
1 Year
21.75%
−3.44%
3 Years
—
9.79%
5 Years
—
—
Since Inception
18.46%
10.87%
Fund Age
2 yrs 8 mo
3 yrs
AUM
₹8.13 Cr
₹15.27 Cr
Alpha – 1 Year
17.03%
−3.09%
Alpha – 3 Years
—
0.79%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
21.90%
22.93%
Volatility – 3 Years
—
21.19%
Beta – 1 Year
0.99
1.23
Beta – 3 Years
—
1.16
Sharpe Ratio – 1 Year
0.76
-0.28
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
9.80%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−16.80%
−27.79%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 12% · S 87%
L 0% · S 97%
Number of Stocks
—
46
Portfolio P/E
—
22.80
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%
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
Top Sectors
—
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 0% / 0%