Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
3.01%
6 Months
29.53%
9.93%
1 Year
21.75%
7.49%
3 Years
—
9.34%
5 Years
—
—
Since Inception
18.46%
11.87%
Fund Age
2 yrs 8 mo
4 yrs 7 mo
AUM
₹8.13 Cr
₹1,953.44 Cr
Alpha – 1 Year
17.03%
2.77%
Alpha – 3 Years
—
−2.75%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
21.90%
19.15%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
0.99
1.06
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.76
0.19
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−16.80%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 12% · S 87%
L 17% · M 8% · S 75%
Number of Stocks
—
—
Portfolio P/E
—
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
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%
—