Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Composite India - GARP Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
3.99%
6 Months
29.53%
22.77%
1 Year
21.75%
24.21%
3 Years
—
13.20%
5 Years
—
12.56%
Since Inception
18.46%
18.69%
Fund Age
2 yrs 8 mo
7 yrs 4 mo
AUM
₹8.13 Cr
₹114.64 Cr
Alpha – 1 Year
17.03%
19.49%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
21.90%
24.82%
Volatility – 3 Years
—
21.64%
Beta – 1 Year
0.99
1.34
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.76
0.78
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
10.43%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−16.80%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 12% · S 87%
L 20% · M 28% · S 47%
Number of Stocks
—
32
Portfolio P/E
—
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%