Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
1.33%
6 Months
20.36%
9.10%
1 Year
18.14%
−3.87%
3 Years
21.64%
5.03%
5 Years
16.27%
11.30%
Since Inception
19.97%
15.74%
Fund Age
17 yrs 8 mo
7 yrs 5 mo
AUM
₹5,014.26 Cr
₹51.79 Cr
Alpha – 1 Year
13.42%
−5.73%
Alpha – 3 Years
9.55%
−7.05%
Information Ratio – 3 Years
0.97
-0.47
Volatility – 1 Year
21.97%
25.89%
Volatility – 3 Years
19.06%
20.56%
Beta – 1 Year
1.13
1.37
Beta – 3 Years
1.07
1.17
Sharpe Ratio – 1 Year
0.62
-0.24
Sharpe Ratio – 3 Years
0.85
0.08
Worst Rolling Year
-6.02%
5.04%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
−24.55%
−31.48%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
24.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
M 6% · S 89%
Number of Stocks
97
35
Portfolio P/E
63.07
23.62
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%