Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
3.76%
6 Months
8.65%
11.66%
1 Year
14.07%
12.54%
3 Years
8.50%
11.42%
5 Years
7.26%
—
Since Inception
13.68%
6.78%
Fund Age
6 yrs 11 mo
4 yrs 10 mo
AUM
₹234.24 Cr
₹2.34 Cr
Alpha – 1 Year
9.35%
7.82%
Alpha – 3 Years
−3.59%
−0.67%
Information Ratio – 3 Years
-0.32
-0.04
Volatility – 1 Year
17.05%
21.44%
Volatility – 3 Years
19.82%
14.93%
Beta – 1 Year
0.90
1.05
Beta – 3 Years
1.09
0.81
Sharpe Ratio – 1 Year
0.55
0.41
Sharpe Ratio – 3 Years
0.25
0.50
Worst Rolling Year
4.86%
3.84%
Value at Worst Rolling Year
₹1.05 Cr
₹1.04 Cr
Deepest Drawdown
−34.92%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 46% · M 22% · S 27%
Number of Stocks
70
19
Portfolio P/E
29.14
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%