Alchemy Alpha Small Cap PMS
To generate long-term risk-adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 7.22% | 0.80 | 20.93% | 46.67% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Alchemy Capital Management Alpha Small Cap | 6.17% | 31.07% | 15.99% | 10.29% | 9.38% | - | - | - | 17.51% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | - | - | - | 9.31% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Alchemy Capital Management Alpha Small Cap | Small Cap | Mr. Alok Agarwal | 06 December 2023 | 2Y 7M | 8.2 | S&P BSE 500 TRI | 17.51% | 50 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 9.17% | 4.34% | 46.67% | 13.51% | 1.03 | 20.93% | 0.24 | 11.25% | 0.62 | 60.00 % |
| Nifty 500 | 5.37% | 3.92% | 9.29% | 1.05 | 8.06% | 0.53 | 53.33 % | |||
| Nifty Midcap 100 | -2.30% | 3.46% | 1.16% | 0.96 | 1.87% | 0.15 | 53.33 % | |||
| Nifty Smallcap 100 | 4.05% | 3.17% | 7.22% | 0.80 | 6.87% | 0.62 | 43.33 % | |||
| BSE 500 | 5.83% | 3.93% | 9.76% | 1.06 | 8.56% | 0.56 | 53.33 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 33.00 |
| Financials | 12.10 |
| Consumer Discretionary | 14.40 |
| Consumer Staples | 12.20 |
| Health Care | 18.10 |
| Industrials | 23.30 |
| Financials | 15.50 |
| Consumer Staples | 13.70 |
| Health Care | 13.70 |
| Materials | 18.30 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0.00 |
| Mid Cap | 20.00 |
| Small Cap | 79.00 |
| Cash | 0.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
