Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
10.46%
−0.16%
6 Months
14.59%
−3.46%
1 Year
18.47%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
10.23%
−3.49%
Fund Age
2 yrs 8 mo
14 mo
AUM
₹41.17 Cr
₹116.7 Cr
Alpha – 1 Year
13.75%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.26%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.20%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
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Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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