Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.39%
5.27%
6 Months
8.65%
15.28%
1 Year
14.07%
11.46%
3 Years
8.50%
12.93%
5 Years
7.26%
14.25%
Since Inception
13.68%
20.43%
Fund Age
6 yrs 11 mo
8 yrs 1 mo
AUM
₹234.24 Cr
₹7.34 Cr
Alpha – 1 Year
9.35%
11.81%
Alpha – 3 Years
−3.59%
3.93%
Information Ratio – 3 Years
-0.32
0.17
Volatility – 1 Year
17.05%
25.10%
Volatility – 3 Years
19.82%
27.35%
Beta – 1 Year
0.90
1.24
Beta – 3 Years
1.09
1.14
Sharpe Ratio – 1 Year
0.55
0.33
Sharpe Ratio – 3 Years
0.25
0.39
Worst Rolling Year
4.86%
12.27%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−34.92%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
29.35%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 25% · M 33% · S 39%
L 8% · M 5% · S 83%
Number of Stocks
70
33
Portfolio P/E
29.14
30.34
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%
Cash & Cash Equivalent · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%