Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Equentis Concentrated Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
10.46%
2.11%
6 Months
14.59%
6.51%
1 Year
18.47%
4.40%
3 Years
—
—
5 Years
—
—
Since Inception
10.23%
5.71%
Fund Age
2 yrs 8 mo
18 mo
AUM
₹41.17 Cr
₹24.25 Cr
Alpha – 1 Year
13.75%
4.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.26%
15.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
0.93
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.02
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.20%
−14.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 56% · M 22% · S 19%
Number of Stocks
—
59
Portfolio P/E
—
41.96
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%
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
—
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%