Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
2.69%
6 Months
14.59%
5.24%
1 Year
18.47%
2.85%
3 Years
—
13.52%
5 Years
—
17.79%
Since Inception
10.23%
13.89%
Fund Age
2 yrs 8 mo
8 yrs 4 mo
AUM
₹41.17 Cr
₹921.15 Cr
Alpha – 1 Year
13.75%
−1.87%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
26.26%
18.02%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
1.27
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.57
-0.03
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−15.20%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 34% · M 28% · S 35%
Number of Stocks
—
35
Portfolio P/E
—
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
—
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%