Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
ICICI Prudential - Large Cap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
2.16%
6 Months
29.53%
3.15%
1 Year
21.75%
11.06%
3 Years
—
18.79%
5 Years
—
15.00%
Since Inception
18.46%
16.01%
Fund Age
2 yrs 8 mo
17 yrs 5 mo
AUM
₹8.13 Cr
₹905.13 Cr
Alpha – 1 Year
17.03%
11.41%
Alpha – 3 Years
—
9.79%
Information Ratio – 3 Years
—
1.56
Volatility – 1 Year
21.90%
18.35%
Volatility – 3 Years
—
16.43%
Beta – 1 Year
0.99
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.76
0.38
Sharpe Ratio – 3 Years
—
0.82
Worst Rolling Year
—
-6.60%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−16.80%
−20.17%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
98.49%
Median Rolling Year
—
16.07%
5-Year Rolling Windows Positive
—
99.33%
Market-Cap Mix
M 12% · S 87%
L 91% · M 6% · S 0%
Number of Stocks
—
28
Portfolio P/E
—
29.62
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%
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%