Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Maximal Pathfinder Value Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Maximal Pathfinder Value Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
1.05%
6 Months
14.59%
10.77%
1 Year
18.47%
14.08%
3 Years
—
15.75%
5 Years
—
—
Since Inception
10.23%
25.14%
Fund Age
2 yrs 8 mo
4 yrs 3 mo
AUM
₹41.17 Cr
₹198.82 Cr
Alpha – 1 Year
13.75%
9.36%
Alpha – 3 Years
—
3.66%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
26.26%
22.89%
Volatility – 3 Years
—
20.12%
Beta – 1 Year
1.27
1.24
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.57
0.45
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.75%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−15.20%
−20.35%
Recovery Period
Not yet recovered
240 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.48%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
—
Number of Stocks
—
—
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%
3% / 2% / 1%