Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs ASK - Growth
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
ASK - Growth
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%
2.48%
6 Months
8.65%
−4.38%
1 Year
14.07%
−4.58%
3 Years
8.50%
4.80%
5 Years
7.26%
3.85%
Since Inception
13.68%
17.02%
Fund Age
6 yrs 11 mo
25 yrs 6 mo
AUM
₹234.24 Cr
₹724.64 Cr
Alpha – 1 Year
9.35%
−7.56%
Alpha – 3 Years
−3.59%
−7.08%
Information Ratio – 3 Years
-0.32
-1.30
Volatility – 1 Year
17.05%
16.92%
Volatility – 3 Years
19.82%
16.49%
Beta – 1 Year
0.90
0.94
Beta – 3 Years
1.09
1.01
Sharpe Ratio – 1 Year
0.55
-0.52
Sharpe Ratio – 3 Years
0.25
0.04
Worst Rolling Year
4.86%
-12.59%
Value at Worst Rolling Year
₹1.05 Cr
₹0.87 Cr
Deepest Drawdown
−34.92%
−23.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.35%
Median Rolling Year
16.62%
15.09%
5-Year Rolling Windows Positive
100.00%
98.79%
Market-Cap Mix
L 25% · M 33% · S 39%
L 55% · M 22% · S 19%
Number of Stocks
70
22
Portfolio P/E
29.14
32.63
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%
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%