Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Dalal & Broacha - Long Term Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
0.61%
6 Months
14.59%
11.19%
1 Year
18.47%
4.47%
3 Years
—
14.82%
5 Years
—
12.64%
Since Inception
10.23%
13.38%
Fund Age
2 yrs 8 mo
19 yrs
AUM
₹41.17 Cr
₹1,249 Cr
Alpha – 1 Year
13.75%
4.82%
Alpha – 3 Years
—
5.82%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
26.26%
21.24%
Volatility – 3 Years
—
17.51%
Beta – 1 Year
1.27
1.09
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.57
0.05
Sharpe Ratio – 3 Years
—
0.69
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%
L 40% · M 40% · S 15%
Number of Stocks
—
25
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%