Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
SBI MF - ESG Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
2.26%
6 Months
14.59%
18.40%
1 Year
18.47%
9.21%
3 Years
—
13.13%
5 Years
—
13.39%
Since Inception
10.23%
14.83%
Fund Age
2 yrs 8 mo
10 yrs
AUM
₹41.17 Cr
₹666.2 Cr
Alpha – 1 Year
13.75%
9.64%
Alpha – 3 Years
—
4.56%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
26.26%
18.95%
Volatility – 3 Years
—
16.01%
Beta – 1 Year
1.27
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.57
0.27
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
-3.31%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−15.20%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
—
96.71%
Median Rolling Year
—
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 13% · M 17% · S 66%
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%
1% / 0% / 0%