Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs ASK core Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
ASK core Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.97%
1.84%
6 Months
29.53%
−7.36%
1 Year
21.75%
−4.21%
3 Years
—
—
5 Years
—
—
Since Inception
18.46%
−4.18%
Fund Age
2 yrs 8 mo
12 mo
AUM
₹8.13 Cr
₹139.3 Cr
Alpha – 1 Year
17.03%
−3.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.90%
16.33%
Volatility – 3 Years
—
—
Beta – 1 Year
0.99
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
-0.52
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
−16.12%
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 76% · M 10% · S 10%
Number of Stocks
—
15
Portfolio P/E
—
28.49
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 · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
Top Sectors
—
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—