Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
AlfAccurate Advisors - AAA Budding Beasts
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
4.40%
6 Months
14.59%
22.62%
1 Year
18.47%
24.22%
3 Years
—
21.85%
5 Years
—
23.03%
Since Inception
10.23%
26.36%
Fund Age
2 yrs 8 mo
5 yrs 7 mo
AUM
₹41.17 Cr
₹1,251.52 Cr
Alpha – 1 Year
13.75%
19.50%
Alpha – 3 Years
—
9.76%
Information Ratio – 3 Years
—
1.14
Volatility – 1 Year
26.26%
21.48%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
1.27
1.12
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.57
0.87
Sharpe Ratio – 3 Years
—
0.92
Worst Rolling Year
—
19.03%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.20%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 14% · M 27% · S 55%
Number of Stocks
—
60
Portfolio P/E
—
39.40
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 14.09%
Craftsman Automation Ltd · 5.20%
R R Kabel Ltd · 4.90%
DCB Bank Ltd · 4.67%
Jayaswal Neco Industries Ltd · 4.64%
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%