Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Anand Rathi Advisors - Flexicap Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Anand Rathi Advisors - Flexicap Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.97%
0.69%
6 Months
29.53%
5.44%
1 Year
21.75%
8.55%
3 Years
—
—
5 Years
—
—
Since Inception
18.46%
13.60%
Fund Age
2 yrs 8 mo
2 yrs 9 mo
AUM
₹8.13 Cr
₹1.41 Cr
Alpha – 1 Year
17.03%
3.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.90%
17.87%
Volatility – 3 Years
—
—
Beta – 1 Year
0.99
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
−13.69%
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%
—
Number of Stocks
—
14
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%
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%