Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Bonanza - Edge
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
4.43%
6 Months
14.59%
22.24%
1 Year
18.47%
21.33%
3 Years
—
15.83%
5 Years
—
20.63%
Since Inception
10.23%
19.53%
Fund Age
2 yrs 8 mo
11 yrs
AUM
₹41.17 Cr
₹101.92 Cr
Alpha – 1 Year
13.75%
21.68%
Alpha – 3 Years
—
6.83%
Information Ratio – 3 Years
—
0.61
Volatility – 1 Year
26.26%
21.87%
Volatility – 3 Years
—
21.68%
Beta – 1 Year
1.27
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.57
0.75
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-17.09%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−15.20%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
—
79.34%
Median Rolling Year
—
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 15% · M 12% · S 59%
Number of Stocks
—
65
Portfolio P/E
—
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
—
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%