Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs ASK - ISP
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
ASK - ISP
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
2.48%
6 Months
29.53%
−4.44%
1 Year
21.75%
−4.32%
3 Years
—
3.67%
5 Years
—
4.35%
Since Inception
18.46%
13.19%
Fund Age
2 yrs 8 mo
16 yrs 6 mo
AUM
₹8.13 Cr
₹953.19 Cr
Alpha – 1 Year
17.03%
−7.30%
Alpha – 3 Years
—
−8.21%
Information Ratio – 3 Years
—
-1.44
Volatility – 1 Year
21.90%
16.93%
Volatility – 3 Years
—
16.57%
Beta – 1 Year
0.99
0.95
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.76
-0.50
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
-3.66%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−16.80%
−24.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.35%
Median Rolling Year
—
12.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 12% · S 87%
L 52% · M 23% · S 20%
Number of Stocks
—
21
Portfolio P/E
—
34.55
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 · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
Top Sectors
—
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%