Alchemy Smart Alpha Micro & Small Cap PMS
To generate long-term risk-adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 20.74% | 0.88 | 26.74% | 53.33% |
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 Smart Alpha Small and Micro Cap | -0.63% | 17.18% | 2.89% | 2.88% | -5.93% | - | - | - | 6.95% |
| 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 Smart Alpha Small and Micro Cap | Small Cap | Mr. Alok Agarwal | 06 December 2023 | 2Y 7M | 41.55 | S&P BSE 500 TRI | 6.95% | 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% | 17.86% | 53.33% | 27.03% | 1.36 | 26.74% | 0.69 | 9.75% | 0.41 | 56.67 % |
| Nifty 500 | 5.37% | 17.44% | 22.81% | 1.29 | 6.56% | 0.32 | 46.67 % | |||
| Nifty Midcap 100 | -2.30% | 16.97% | 14.67% | 1.04 | 0.37% | 0.02 | 36.67 % | |||
| Nifty Smallcap 100 | 4.05% | 16.69% | 20.74% | 0.88 | 5.37% | 0.37 | 40.00 % | |||
| BSE 500 | 5.83% | 17.45% | 23.28% | 1.30 | 7.06% | 0.34 | 46.67 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 25.50 |
| Information Technology | 22.00 |
| Health Care | 6.90 |
| Financials | 29.30 |
| Consumer Discretionary | 6.80 |
| Industrials | 29.00 |
| Materials | 20.50 |
| Financials | 20.30 |
| Consumer Discretionary | 17.50 |
| Information Technology | 4.40 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0.00 |
| Mid Cap | 15.00 |
| Small Cap | 83.00 |
| 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.
