Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
BADJATE GROWTH FUND
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%
2.52%
6 Months
29.53%
7.52%
1 Year
21.75%
10.06%
3 Years
—
—
5 Years
—
—
Since Inception
18.46%
8.30%
Fund Age
2 yrs 8 mo
14 mo
AUM
₹8.13 Cr
₹27.97 Cr
Alpha – 1 Year
17.03%
7.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.90%
20.30%
Volatility – 3 Years
—
—
Beta – 1 Year
0.99
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
−12.48%
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 46% · M 14% · S 32%
Number of Stocks
—
62
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%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
—
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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