Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
3.10%
6 Months
14.59%
24.70%
1 Year
18.47%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
10.23%
17.31%
Fund Age
2 yrs 8 mo
7 yrs 2 mo
AUM
₹41.17 Cr
₹328.39 Cr
Alpha – 1 Year
13.75%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
26.26%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
1.27
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.57
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.20%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%