Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
1.56%
6 Months
8.65%
11.47%
1 Year
14.07%
5.40%
3 Years
8.50%
7.77%
5 Years
7.26%
—
Since Inception
13.68%
9.99%
Fund Age
6 yrs 11 mo
4 yrs 9 mo
AUM
₹234.24 Cr
₹144.91 Cr
Alpha – 1 Year
9.35%
0.68%
Alpha – 3 Years
−3.59%
−4.32%
Information Ratio – 3 Years
-0.32
0.13
Volatility – 1 Year
17.05%
24.35%
Volatility – 3 Years
19.82%
20.17%
Beta – 1 Year
0.90
1.26
Beta – 3 Years
1.09
1.11
Sharpe Ratio – 1 Year
0.55
0.11
Sharpe Ratio – 3 Years
0.25
0.39
Worst Rolling Year
4.86%
7.72%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−34.92%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 33% · M 4% · S 58%
Number of Stocks
70
15
Portfolio P/E
29.14
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%