Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
3.17%
6 Months
29.53%
10.91%
1 Year
21.75%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
18.46%
18.07%
Fund Age
2 yrs 8 mo
9 yrs 2 mo
AUM
₹8.13 Cr
₹11,464.61 Cr
Alpha – 1 Year
17.03%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
21.90%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
0.99
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.76
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−16.80%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 12% · S 87%
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%