Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Alchemy Select Stock
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
7.30%
6 Months
8.65%
20.36%
1 Year
14.07%
18.14%
3 Years
8.50%
21.64%
5 Years
7.26%
16.27%
Since Inception
13.68%
19.97%
Fund Age
6 yrs 11 mo
17 yrs 8 mo
AUM
₹234.24 Cr
₹5,014.26 Cr
Alpha – 1 Year
9.35%
13.42%
Alpha – 3 Years
−3.59%
9.55%
Information Ratio – 3 Years
-0.32
0.97
Volatility – 1 Year
17.05%
21.97%
Volatility – 3 Years
19.82%
19.06%
Beta – 1 Year
0.90
1.13
Beta – 3 Years
1.09
1.07
Sharpe Ratio – 1 Year
0.55
0.62
Sharpe Ratio – 3 Years
0.25
0.85
Worst Rolling Year
4.86%
-6.02%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−34.92%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
95.34%
Median Rolling Year
16.62%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 38% · M 28% · S 30%
Number of Stocks
70
97
Portfolio P/E
29.14
63.07
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%