Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs AlfAccurate Advisors - AAA shariah
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
AlfAccurate Advisors - AAA shariah
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
3.35%
6 Months
14.59%
19.63%
1 Year
18.47%
10.64%
3 Years
—
12.35%
5 Years
—
10.14%
Since Inception
10.23%
15.37%
Fund Age
2 yrs 8 mo
7 yrs 4 mo
AUM
₹41.17 Cr
₹270.22 Cr
Alpha – 1 Year
13.75%
5.92%
Alpha – 3 Years
—
0.26%
Information Ratio – 3 Years
—
0.03
Volatility – 1 Year
26.26%
18.45%
Volatility – 3 Years
—
15.68%
Beta – 1 Year
1.27
0.92
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.57
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
6.65%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.20%
−22.78%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 27% · M 25% · S 36%
Number of Stocks
—
44
Portfolio P/E
—
41.34
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%
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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%