PMS · Equity · Small Cap
Alchemy Alpha Small cap
Fund size₹8 Cr
IRRSince inception18.46%
1Y return21.75%
Fund age2 yrs 8 mo
Fund Manager
Growth of₹Cr
Alchemy Alpha Small cap
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Alchemy Alpha Small cap | 22.01% | 21.75% | 6.63% | — | — | 18.46% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | — | — | 9.54% |
| Excess over benchmark | 23.03% | 17.03% | 6.74% | — | — | 8.92% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
21.90%
Benchmark approx 15.80%
A standard deviation reflecting historical swings.
Sensitivity
0.99
Beta vs benchmark 1.00 · 1% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.76
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −16.80%, and recovered on 04 May 2026.
Max drawdowns
−16.80%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −16.80% | – | 04 May 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−16.80%
Fell over–
Recovered04 May 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹29,991 Cr
Asset class
Equity
Market cap
Large cap
Mid cap12.00%
Small cap87.00%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 15.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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