Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
−0.22%
6 Months
8.65%
8.59%
1 Year
14.07%
1.40%
3 Years
8.50%
11.84%
5 Years
7.26%
6.21%
Since Inception
13.68%
7.85%
Fund Age
6 yrs 11 mo
5 yrs 3 mo
AUM
₹234.24 Cr
₹3.73 Cr
Alpha – 1 Year
9.35%
−3.32%
Alpha – 3 Years
−3.59%
−0.25%
Information Ratio – 3 Years
-0.32
0.11
Volatility – 1 Year
17.05%
23.13%
Volatility – 3 Years
19.82%
17.54%
Beta – 1 Year
0.90
1.25
Beta – 3 Years
1.09
0.97
Sharpe Ratio – 1 Year
0.55
-0.06
Sharpe Ratio – 3 Years
0.25
0.45
Worst Rolling Year
4.86%
5.77%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−34.92%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 3% · M 32% · S 59%
Number of Stocks
70
19
Portfolio P/E
29.14
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%