Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
5.80%
6 Months
14.59%
20.03%
1 Year
18.47%
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
10.23%
14.70%
Fund Age
2 yrs 8 mo
6 yrs 10 mo
AUM
₹41.17 Cr
₹201.68 Cr
Alpha – 1 Year
13.75%
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
26.26%
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
1.27
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.57
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.20%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 99%
L 38% · M 4% · S 49%
Number of Stocks
—
24
Portfolio P/E
—
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%