Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Alphaa Focused Small-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
Alphaa Focused Small-Cap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
0.26%
6 Months
0.96%
4.25%
1 Year
14.90%
−3.44%
3 Years
14.68%
9.79%
5 Years
10.31%
—
Since Inception
19.96%
10.87%
Fund Age
24 yrs 3 mo
3 yrs
AUM
₹757.54 Cr
₹15.27 Cr
Alpha – 1 Year
10.18%
−3.09%
Alpha – 3 Years
2.59%
0.79%
Information Ratio – 3 Years
0.54
0.12
Volatility – 1 Year
22.77%
22.93%
Volatility – 3 Years
22.88%
21.19%
Beta – 1 Year
1.00
1.23
Beta – 3 Years
1.22
1.16
Sharpe Ratio – 1 Year
0.49
-0.28
Sharpe Ratio – 3 Years
0.49
0.30
Worst Rolling Year
-9.25%
9.80%
Value at Worst Rolling Year
₹0.91 Cr
₹1.10 Cr
Deepest Drawdown
−36.23%
−27.79%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
11.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 41% · M 14% · S 34%
L 0% · S 97%
Number of Stocks
62
46
Portfolio P/E
36.83
22.80
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
Top Sectors
—
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 0% / 0%