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Smart Alpha Small & Micro Cap
Smart Alpha Small & Micro Cap

Smart Alpha Small & Micro Cap

  • Alchemy Capital Management
  • Small Cap
  • 11
    Out of 26*
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PMS Bazaar
Portfolio age2 years, 11 months
10.46%
-0.09%
Hurdle Rate**10.00% 8.00% or 0%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
34.26
(As on Aug, 2026)
Inception Date
Dec 06, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0.00%
Hurdle Rate
10.00% 8.00% or 0%
Profit Sharing
15% above the 10% Hurdle or 20% above the 8% Hurdle or15% profit sharing on All Profits
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INVESTMENT PHILOSOPHY

Objective

To generate long term risk adjusted returns.

Investment Approach

To generate long term risk adjusted returns.

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
₹34.26 Cr
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
2.50%
Scheme Return
10.46%
Benchmark Return
-0.09%
Hem securities - India Rising SME Stars
AUM (₹ Cr)
₹87.51 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
13.08%
Benchmark Return
-0.19%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹156.22 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.50%
Scheme Return
7.03%
Benchmark Return
-0.09%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
₹101.81 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
6.78%
Benchmark Return
-0.09%
Valentis - Rising Star Opportunity
AUM (₹ Cr)
₹1,231.99 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
6.75%
Benchmark Return
-0.09%
Qode Growth Fund
AUM (₹ Cr)
₹100.85 Cr
Hurdle Rate
10.00% or 0%
Benchmark
BSE 500 TRI
Category Rank
6 Out of 28
Fixed Fee
2.50%
Scheme Return
6.02%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Alchemy Capital Management
Alchemy Capital Management manages assets worth Rs 8201.65 crores. Its current offering of PMS schemes includes 2 Small Cap schemes.

AUM (₹ cr)

8,201.65 (As on Aug, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
₹34.26 Cr
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
BSE 500 TRI
Category
Small Cap
Category Rank
2 Out of 28
Fixed Fee
2.50%
Scheme Return
10.46%
Benchmark Return
-0.09%
Alpha Small Cap
AUM (₹ Cr)
₹9.06 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
BSE 500 TRI
Category
Small Cap
Category Rank
8 Out of 28
Fixed Fee
2.50%
Scheme Return
5.97%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Smart Alpha Small & Micro Cap?
The hurdle rate of Smart Alpha Small & Micro Cap is 10.00% 8.00% or 0%.
What is the fixed fee charged in Smart Alpha Small & Micro Cap ?
The fixed fee charged in Smart Alpha Small & Micro Cap is 2.50%.
What is the variable fee charged in Smart Alpha Small & Micro Cap ?
The variable fee charged in Smart Alpha Small & Micro Cap is 1.50% or 0.00%.
What is the profit sharing in Smart Alpha Small & Micro Cap ?
The profit sharing in Smart Alpha Small & Micro Cap is 15% above the 10% Hurdle or 20% above the 8% Hurdle or15% profit sharing on All Profits.
What is the minimum investment in Smart Alpha Small & Micro Cap ?
The minimum investment in Smart Alpha Small & Micro Cap is ₹50 Lacs
What type of scheme is Smart Alpha Small & Micro Cap?
Smart Alpha Small & Micro Cap is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Smart Alpha Small & Micro Cap?
The inception date of Smart Alpha Small & Micro Cap is Dec 06, 2023.
What is the exit load of Smart Alpha Small & Micro Cap?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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