Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Anand Rathi Advisors - Flexicap Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Anand Rathi Advisors - Flexicap Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
10.46%
0.69%
6 Months
14.59%
5.44%
1 Year
18.47%
8.55%
3 Years
—
—
5 Years
—
—
Since Inception
10.23%
13.60%
Fund Age
2 yrs 8 mo
2 yrs 9 mo
AUM
₹41.17 Cr
₹1.41 Cr
Alpha – 1 Year
13.75%
3.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.26%
17.87%
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.20%
−13.69%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
—
14
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%
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%