Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
BB Money Plant
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.97%
−0.92%
6 Months
29.53%
16.35%
1 Year
21.75%
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
18.46%
33.72%
Fund Age
2 yrs 8 mo
16 mo
AUM
₹8.13 Cr
₹17.74 Cr
Alpha – 1 Year
17.03%
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.90%
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
0.99
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
−14.20%
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 5% · M 2% · S 74%
Number of Stocks
—
30
Portfolio P/E
—
52.18
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%
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
Top Sectors
—
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%