Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Citrus Midcap Marvels
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Citrus Midcap Marvels
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
10.46%
−0.33%
6 Months
14.59%
18.87%
1 Year
18.47%
8.88%
3 Years
—
5.83%
5 Years
—
—
Since Inception
10.23%
5.95%
Fund Age
2 yrs 8 mo
3 yrs
AUM
₹41.17 Cr
₹34.2 Cr
Alpha – 1 Year
13.75%
4.16%
Alpha – 3 Years
—
−6.26%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.26%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
M 24% · S 69%
Number of Stocks
—
—
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%
Jana Small Finance Bank Ltd · 5.14%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%
Thyrocare Technologies Ltd · 4.74%
Gokaldas Exports Ltd · 4.70%
PNB Housing Finance Ltd · 4.48%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –