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) |
|---|---|---|---|
| 11.60% | 0.94 | 22.05% | 53.57% |
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 | -11.00% | -12.19% | -8.68% | -4.57% | -2.19% | - | - | - | 0.61% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | - | - | - | 5.06% |
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 4M | 36.29 | S&P BSE 500 TRI | 0.61% | - | 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 | -0.95% | 13.79% | 53.57% | 12.84% | 0.92 | 22.05% | 0.19 | 4.88% | 0.21 | 53.57 % |
| Nifty 500 | -1.94% | 13.54% | 11.60% | 0.94 | 3.62% | 0.18 | 46.43 % | |||
| Nifty Midcap 100 | -9.17% | 13.11% | 3.94% | 0.82 | -0.81% | -0.04 | 35.71 % | |||
| Nifty Smallcap 100 | 0.32% | 13.01% | 13.33% | 0.76 | 5.92% | 0.39 | 39.29 % | |||
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 March 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.
