Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs ASK Strategic
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
ASK Strategic
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
1.77%
6 Months
14.59%
−2.32%
1 Year
18.47%
−4.30%
3 Years
—
4.86%
5 Years
—
5.12%
Since Inception
10.23%
13.15%
Fund Age
2 yrs 8 mo
16 yrs 7 mo
AUM
₹41.17 Cr
₹21.07 Cr
Alpha – 1 Year
13.75%
−7.28%
Alpha – 3 Years
—
−7.02%
Information Ratio – 3 Years
—
-1.10
Volatility – 1 Year
26.26%
16.85%
Volatility – 3 Years
—
18.06%
Beta – 1 Year
1.27
0.95
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.57
-0.50
Sharpe Ratio – 3 Years
—
0.05
Worst Rolling Year
—
-4.57%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−15.20%
−24.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.10%
Median Rolling Year
—
13.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 12% · M 53% · S 34%
Number of Stocks
—
34
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%
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
Top Sectors
—
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—