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) |
|---|---|---|---|
| -0.88% | 0.74 | 15.61% | 42.86% |
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 | 5.76% | 16.10% | 7.82% | 8.67% | 11.84% | - | - | - | 15.33% |
| S&P BSE 500 TRI | -0.17% | -2.34% | -5.39% | -0.07% | 4.14% | - | - | - | 8.88% |
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 6M | 7.68 | S&P BSE 500 TRI | 15.33% | 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 | -0.44% | -0.93% | 42.86% | -1.37% | 0.78 | 15.61% | -0.65 | 4.23% | 0.25 | 57.14 % |
| Nifty 500 | -1.56% | -1.06% | -2.62% | 0.82 | 2.97% | 0.20 | 50.00 % | |||
| Nifty Midcap 100 | -8.87% | -1.4% | -10.27% | 0.80 | -1.46% | -0.12 | 50.00 % | |||
| Nifty Smallcap 100 | 0.66% | -1.54% | -0.88% | 0.74 | 5.27% | 0.48 | 42.86 % | |||
| BSE 500 | -1.21% | -1.05% | -2.26% | 0.82 | 3.36% | 0.23 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| RADICO KHAITAN LTD | 6.50 |
| WELSPUN CORP LTD | 6.10 |
| SYRMA SGS TECHNOLOGY LTD | 5.80 |
| CCL PRODUCTS INDIA LTD | 5.70 |
| GE VERNOVA TnD INDIA LTD | 5.50 |
| NARAYANA HRUDAYALAYA LTD | 5.50 |
| USHA MARTIN LTD | 5.40 |
| MOTHERSON SUMI WIRING INDIA LTD | 4.80 |
| MINDA CORPORATION LTD | 4.80 |
| ADITYA BIRLA SUN LIFE AMC LTD | 4.70 |
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 31st May 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 Mar 26.
