Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
10.46%
−0.27%
6 Months
14.59%
3.15%
1 Year
18.47%
1.21%
3 Years
—
7.56%
5 Years
—
7.07%
Since Inception
10.23%
8.52%
Fund Age
2 yrs 8 mo
9 yrs 8 mo
AUM
₹41.17 Cr
₹13.66 Cr
Alpha – 1 Year
13.75%
−5.64%
Alpha – 3 Years
—
−3.47%
Information Ratio – 3 Years
—
-0.30
Volatility – 1 Year
26.26%
12.30%
Volatility – 3 Years
—
8.49%
Beta – 1 Year
1.27
1.19
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.57
-0.24
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
1.86%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−15.20%
−11.36%
Recovery Period
Not yet recovered
126 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 26% · M 7% · S 35%
Number of Stocks
—
30
Portfolio P/E
—
27.21
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%
AXIS Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
—
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%