Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
2.85%
6 Months
14.59%
22.81%
1 Year
18.47%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
10.23%
24.49%
Fund Age
2 yrs 8 mo
3 yrs 3 mo
AUM
₹41.17 Cr
₹446.96 Cr
Alpha – 1 Year
13.75%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
26.26%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.27
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.57
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.20%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 19% · S 80%
Number of Stocks
—
30
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
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—