Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
10.46%
3.76%
6 Months
14.59%
11.66%
1 Year
18.47%
12.54%
3 Years
—
11.42%
5 Years
—
—
Since Inception
10.23%
6.78%
Fund Age
2 yrs 8 mo
4 yrs 10 mo
AUM
₹41.17 Cr
₹2.34 Cr
Alpha – 1 Year
13.75%
7.82%
Alpha – 3 Years
—
−0.67%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
26.26%
21.44%
Volatility – 3 Years
—
14.93%
Beta – 1 Year
1.27
1.05
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
0.57
0.41
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
3.84%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−15.20%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.56%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 46% · M 22% · S 27%
Number of Stocks
—
19
Portfolio P/E
—
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
—
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%