Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
2.82%
6 Months
8.65%
−7.08%
1 Year
14.07%
−4.02%
3 Years
8.50%
1.10%
5 Years
7.26%
2.02%
Since Inception
13.68%
13.04%
Fund Age
6 yrs 11 mo
17 yrs 10 mo
AUM
₹234.24 Cr
₹50.53 Cr
Alpha – 1 Year
9.35%
−3.59%
Alpha – 3 Years
−3.59%
−7.46%
Information Ratio – 3 Years
-0.32
-1.28
Volatility – 1 Year
17.05%
16.65%
Volatility – 3 Years
19.82%
15.47%
Beta – 1 Year
0.90
1.04
Beta – 3 Years
1.09
1.04
Sharpe Ratio – 1 Year
0.55
-0.49
Sharpe Ratio – 3 Years
0.25
-0.20
Worst Rolling Year
4.86%
-4.00%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−34.92%
−23.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.78%
Median Rolling Year
16.62%
13.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 74% · M 13% · S 9%
Number of Stocks
70
15
Portfolio P/E
29.14
27.97
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%
—
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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