Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Kotak Pioneer Model Strategy Moderate
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.97%
1.38%
6 Months
29.53%
−0.96%
1 Year
21.75%
13.47%
3 Years
—
—
5 Years
—
—
Since Inception
18.46%
13.04%
Fund Age
2 yrs 8 mo
4 yrs 1 mo
AUM
₹8.13 Cr
₹8.03 Cr
Alpha – 1 Year
17.03%
6.76%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
21.90%
13.65%
Volatility – 3 Years
—
9.67%
Beta – 1 Year
0.99
1.23
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.76
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
11.57%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−16.80%
−12.95%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.65%
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –