Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
8.65%
9.28%
1 Year
14.07%
4.13%
3 Years
8.50%
7.71%
5 Years
7.26%
8.27%
Since Inception
13.68%
11.49%
Fund Age
6 yrs 11 mo
8 yrs 5 mo
AUM
₹234.24 Cr
₹123.55 Cr
Alpha – 1 Year
9.35%
−0.59%
Alpha – 3 Years
−3.59%
−4.38%
Information Ratio – 3 Years
-0.32
-0.33
Volatility – 1 Year
17.05%
21.50%
Volatility – 3 Years
19.82%
16.95%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
1.09
0.97
Sharpe Ratio – 1 Year
0.55
-0.02
Sharpe Ratio – 3 Years
0.25
0.26
Worst Rolling Year
4.86%
7.04%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−34.92%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 29% · M 38% · S 31%
Number of Stocks
70
20
Portfolio P/E
29.14
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%