Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
NMR GROWTH STRATEGY
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
5.97%
5.30%
6 Months
29.53%
39.16%
1 Year
21.75%
20.20%
3 Years
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—
5 Years
—
—
Since Inception
18.46%
17.87%
Fund Age
2 yrs 8 mo
19 mo
AUM
₹8.13 Cr
₹82.38 Cr
Alpha – 1 Year
17.03%
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.90%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
0.99
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.80%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
M 12% · S 87%
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Number of Stocks
—
—
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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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