Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
10.46%
1.81%
6 Months
14.59%
1.04%
1 Year
18.47%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
10.23%
8.72%
Fund Age
2 yrs 8 mo
3 yrs 3 mo
AUM
₹41.17 Cr
₹10.49 Cr
Alpha – 1 Year
13.75%
−5.71%
Alpha – 3 Years
—
−5.66%
Information Ratio – 3 Years
—
-0.42
Volatility – 1 Year
26.26%
12.03%
Volatility – 3 Years
—
9.92%
Beta – 1 Year
1.27
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.57
-0.37
Sharpe Ratio – 3 Years
—
0.02
Worst Rolling Year
—
4.93%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−15.20%
−12.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.41%
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%