Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
10.46%
−0.04%
6 Months
14.59%
−3.71%
1 Year
18.47%
−1.23%
3 Years
—
7.88%
5 Years
—
5.71%
Since Inception
10.23%
9.28%
Fund Age
2 yrs 8 mo
7 yrs 1 mo
AUM
₹41.17 Cr
₹2.48 Cr
Alpha – 1 Year
13.75%
−5.95%
Alpha – 3 Years
—
−4.21%
Information Ratio – 3 Years
—
-1.27
Volatility – 1 Year
26.26%
17.16%
Volatility – 3 Years
—
14.17%
Beta – 1 Year
1.27
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.57
-0.29
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
5.24%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−15.20%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 92% · M 4%
Number of Stocks
—
26
Portfolio P/E
—
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
—
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%