Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Badjate Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.46%
0.08%
6 Months
14.59%
9.62%
1 Year
18.47%
2.22%
3 Years
—
18.64%
5 Years
—
16.68%
Since Inception
10.23%
18.59%
Fund Age
2 yrs 8 mo
5 yrs
AUM
₹41.17 Cr
₹159.01 Cr
Alpha – 1 Year
13.75%
−0.76%
Alpha – 3 Years
—
6.74%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
26.26%
25.41%
Volatility – 3 Years
—
25.71%
Beta – 1 Year
1.27
1.32
Beta – 3 Years
—
1.31
Sharpe Ratio – 1 Year
0.57
-0.02
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
17.76%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−15.20%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 7% · M 14% · S 74%
Number of Stocks
—
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
—
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—