Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs AlphaGrep Multi Factor Quant
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
AlphaGrep Multi Factor Quant
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
0.27%
6 Months
29.53%
−2.30%
1 Year
21.75%
1.68%
3 Years
—
13.91%
5 Years
—
—
Since Inception
18.46%
14.05%
Fund Age
2 yrs 8 mo
3 yrs 10 mo
AUM
₹8.13 Cr
₹53.78 Cr
Alpha – 1 Year
17.03%
−3.04%
Alpha – 3 Years
—
1.82%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
21.90%
15.80%
Volatility – 3 Years
—
15.64%
Beta – 1 Year
0.99
0.86
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.76
-0.15
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.78%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−16.80%
−18.40%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.35%
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%