The investment objective of Alchemy Capital Management Pvt. Ltd – Alchemy Alpha Small Cap PMS is to generate long term risk adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -15.56% | 1.16 | 21.38% | 48% |
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 | -0.33% | -7.13% | -6.00% | 8.19% | 5.37% | 0.00% | 0.00% | - | 9.62% |
| S&P BSE 500 TRI | 0.45% | -3.13% | 3.24% | 17.30% | 8.09% | 0.00% | 0.00% | - | 11.10% |
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 3M | 8.43 | S&P BSE 500 TRI | 9.62% | - | 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 | -16.10% | -3.28% | 48% | -19.38% | 1.04 | 21.38% | -0.59 | 3.18% | 0.18 | 56.00 % |
| Nifty 500 | -12.64% | -2.92% | -15.56% | 1.16 | 1.99% | 0.13 | 52.00 % | |||
| Nifty Midcap 100 | -12.10% | -2.51% | -14.61% | 0.93 | -1.61% | -0.12 | 52.00 % | |||
| Nifty Smallcap 100 | -1.07% | -2.18% | -3.25% | 0.81 | 4.67% | 0.41 | 44.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 33.00 |
| Financials | 21.00 |
| Consumer Discretionary | 10.00 |
| Consumer Staples | 9.00 |
| Health Care | 8.00 |
| Industrials | 23.30 |
| Financials | 15.50 |
| Consumer Staples | 13.70 |
| Health Care | 13.70 |
| Materials | 13.30 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
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 28th Feb 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 Dec 25.
