Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Alpha Alternatives - Systematic Equity
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Alpha Alternatives - Systematic Equity
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
1.47%
6 Months
14.59%
3.88%
1 Year
18.47%
−7.98%
3 Years
—
11.06%
5 Years
—
10.06%
Since Inception
10.23%
11.56%
Fund Age
2 yrs 8 mo
5 yrs 3 mo
AUM
₹41.17 Cr
₹106.37 Cr
Alpha – 1 Year
13.75%
−10.96%
Alpha – 3 Years
—
−0.82%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
26.26%
16.00%
Volatility – 3 Years
—
17.59%
Beta – 1 Year
1.27
0.79
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.57
-0.78
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%