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 | -5.59% | -9.23% | -9.07% | 2.40% | 4.33% | - | - | - | 10.15% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | - | - | 11.29% |
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 2M | 7.86 | S&P BSE 500 TRI | 10.15% | - | 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 | -17.37% | -2.01% | 48% | -19.38% | 1.04 | 21.38% | -0.59 | 3.18% | 0.18 | 56.00 % |
| Nifty 500 | -13.91% | -1.65% | -15.56% | 1.16 | 1.99% | 0.13 | 52.00 % | |||
| Nifty Midcap 100 | -13.37% | -1.24% | -14.61% | 0.93 | -1.61% | -0.12 | 52.00 % | |||
| Nifty Smallcap 100 | -2.36% | -0.89% | -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 31st Jan 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.
