Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
CAPITAL MIND-All Weather Equity
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%
1.61%
6 Months
8.65%
4.03%
1 Year
14.07%
4.49%
3 Years
8.50%
14.35%
5 Years
7.26%
—
Since Inception
13.68%
16.62%
Fund Age
6 yrs 11 mo
4 yrs
AUM
₹234.24 Cr
₹303 Cr
Alpha – 1 Year
9.35%
4.92%
Alpha – 3 Years
−3.59%
5.78%
Information Ratio – 3 Years
-0.32
1.15
Volatility – 1 Year
17.05%
16.32%
Volatility – 3 Years
19.82%
14.15%
Beta – 1 Year
0.90
0.98
Beta – 3 Years
1.09
0.97
Sharpe Ratio – 1 Year
0.55
0.01
Sharpe Ratio – 3 Years
0.25
0.64
Worst Rolling Year
4.86%
14.36%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−34.92%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
18.76%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 25% · M 33% · S 39%
—
Number of Stocks
70
—
Portfolio P/E
29.14
—
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%
—
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—