Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
4.38%
6 Months
8.65%
19.54%
1 Year
14.07%
15.57%
3 Years
8.50%
20.08%
5 Years
7.26%
21.78%
Since Inception
13.68%
32.33%
Fund Age
6 yrs 11 mo
5 yrs 10 mo
AUM
₹234.24 Cr
₹5,864.1 Cr
Alpha – 1 Year
9.35%
10.85%
Alpha – 3 Years
−3.59%
8.00%
Information Ratio – 3 Years
-0.32
1.40
Volatility – 1 Year
17.05%
22.27%
Volatility – 3 Years
19.82%
21.12%
Beta – 1 Year
0.90
1.15
Beta – 3 Years
1.09
1.14
Sharpe Ratio – 1 Year
0.55
0.52
Sharpe Ratio – 3 Years
0.25
0.73
Worst Rolling Year
4.86%
20.10%
Value at Worst Rolling Year
₹1.05 Cr
₹1.20 Cr
Deepest Drawdown
−34.92%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 15% · M 28% · S 52%
Number of Stocks
70
38
Portfolio P/E
29.14
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
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%