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Alchemy Smart Alpha Micro & Small Cap vs Prudent Equity Growth Strategy

Alchemy Smart Alpha Micro & Small Cap

Prudent Equity Growth Strategy

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Growth of ₹1 Crore

Alchemy Smart Alpha Micro & Small Cap

Prudent Equity Growth Strategy

Return for the risk

1 yr return

10%

15%

20%

25%

Nifty 500 · 4.7%

Alchemy Smart Alpha Micro & Small Cap

18.5% • vol 26.3%

Prudent Equity Growth Strategy

3.9% • vol 22%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

10.46%

−2.67%

6 Months

14.59%

4.01%

1 Year

18.47%

3.88%

3 Years

—

5 Years

—

Since Inception

10.23%

−1.21%

Fund Age

2 yrs 8 mo

2 yrs 1 mo

AUM

₹41.17 Cr

₹29.71 Cr

Alpha – 1 Year

13.75%

−0.84%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

26.26%

22.02%

Volatility – 3 Years

—

Beta – 1 Year

1.27

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.57

0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.20%

−15.04%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

S 99%

M 9% · S 73%

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

1.00% / yr

Performance Fee / Plan

Fixed Plan

15% of profit

Exit Load (Y1 / Y2 / Y3)

1% / 0% / 0%

3% / 0% / 0%

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