Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs CAPITAL MIND-NRI Surge India
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
CAPITAL MIND-NRI Surge India
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.97%
−1.59%
6 Months
29.53%
3.30%
1 Year
21.75%
−5.55%
3 Years
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5 Years
—
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Since Inception
18.46%
1.69%
Fund Age
2 yrs 8 mo
15 mo
AUM
₹8.13 Cr
₹19.47 Cr
Alpha – 1 Year
17.03%
−5.12%
Alpha – 3 Years
—
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Information Ratio – 3 Years
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Volatility – 1 Year
21.90%
14.61%
Volatility – 3 Years
—
—
Beta – 1 Year
0.99
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
-0.70
Sharpe Ratio – 3 Years
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
−15.59%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 12% · S 87%
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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