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Alchemy Alpha Small cap vs FIRST--Moderate strategy

Alchemy Alpha Small cap

FIRST--Moderate strategy

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Growth of ₹1 Crore

Alchemy Alpha Small cap

FIRST--Moderate strategy

Return for the risk

1 yr return

10%

15%

20%

25%

Nifty 500 · 4.7%

Alchemy Alpha Small cap

21.8% • vol 21.9%

FIRST--Moderate strategy

8.7% • vol 0.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

5.97%

0.61%

6 Months

29.53%

4.10%

1 Year

21.75%

8.70%

3 Years

—

5 Years

—

Since Inception

18.46%

9.63%

Fund Age

2 yrs 8 mo

2 yrs 4 mo

AUM

₹8.13 Cr

₹98.62 Cr

Alpha – 1 Year

17.03%

3.50%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

21.90%

0.83%

Volatility – 3 Years

—

Beta – 1 Year

0.99

0.26

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.76

3.58

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−16.80%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

M 12% · S 87%

—

Number of Stocks

—

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%

—

Top Sectors

—

Fixed Fee

2.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / 0% / 0%

2% / 1% / –

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