Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
3.12%
6 Months
14.59%
20.18%
1 Year
18.47%
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
10.23%
21.17%
Fund Age
2 yrs 8 mo
3 yrs 2 mo
AUM
₹41.17 Cr
₹171.55 Cr
Alpha – 1 Year
13.75%
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
26.26%
24.39%
Volatility – 3 Years
—
21.61%
Beta – 1 Year
1.27
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.57
0.55
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−15.20%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 99%
L 4% · M 4% · S 88%
Number of Stocks
—
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%