Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
−0.04%
6 Months
8.65%
−3.71%
1 Year
14.07%
−1.23%
3 Years
8.50%
7.88%
5 Years
7.26%
5.71%
Since Inception
13.68%
9.28%
Fund Age
6 yrs 11 mo
7 yrs 1 mo
AUM
₹234.24 Cr
₹2.48 Cr
Alpha – 1 Year
9.35%
−5.95%
Alpha – 3 Years
−3.59%
−4.21%
Information Ratio – 3 Years
-0.32
-1.27
Volatility – 1 Year
17.05%
17.16%
Volatility – 3 Years
19.82%
14.17%
Beta – 1 Year
0.90
0.98
Beta – 3 Years
1.09
0.90
Sharpe Ratio – 1 Year
0.55
-0.29
Sharpe Ratio – 3 Years
0.25
0.17
Worst Rolling Year
4.86%
5.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.05 Cr
Deepest Drawdown
−34.92%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 92% · M 4%
Number of Stocks
70
26
Portfolio P/E
29.14
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%