The investment objective of Alchemy Capital Management Pvt. Ltd – Alchemy Smart Alpha Small & Micro Cap PMS is to generate long term risk adjusted returns.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -11.71% | 1.38 | 28.07% | 56% |
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 | -5.23% | -6.64% | -5.77% | -6.54% | -2.24% | - | - | - | 4.28% |
| 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 Smart Alpha Small and Micro Cap | Small Cap | Mr. Alok Agarwal | 06 December 2023 | 2Y 2M | 39.48 | S&P BSE 500 TRI | 4.28% | - | 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 | -17.46% | 1.93% | 56% | -15.53% | 1.27 | 28.07% | -0.31 | 4.41% | 0.18 | 52.00 % |
| Nifty 500 | -13.87% | 2.16% | -11.71% | 1.38 | 3.22% | 0.15 | 44.00 % | |||
| Nifty Midcap 100 | -13.23% | 2.47% | -10.76% | 1.10 | -0.38% | -0.02 | 36.00 % | |||
| Nifty Smallcap 100 | -2.09% | 2.69% | 0.60% | 0.95 | 5.90% | 0.37 | 40.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 29.00 |
| Information Technology | 22.00 |
| Health Care | 17.00 |
| Financials | 11.00 |
| Consumer Discretionary | 11.00 |
| Industrials | 29.00 |
| Materials | 22.20 |
| Financials | 20.30 |
| Consumer Discretionary | 17.50 |
| Information Technology | 4.40 |
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.
