Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
5.99%
6 Months
8.65%
26.63%
1 Year
14.07%
16.86%
3 Years
8.50%
13.24%
5 Years
7.26%
17.56%
Since Inception
13.68%
16.65%
Fund Age
6 yrs 11 mo
10 yrs 1 mo
AUM
₹234.24 Cr
₹11.38 Cr
Alpha – 1 Year
9.35%
12.14%
Alpha – 3 Years
−3.59%
1.15%
Information Ratio – 3 Years
-0.32
0.20
Volatility – 1 Year
17.05%
29.32%
Volatility – 3 Years
19.82%
24.13%
Beta – 1 Year
0.90
1.44
Beta – 3 Years
1.09
1.15
Sharpe Ratio – 1 Year
0.55
0.48
Sharpe Ratio – 3 Years
0.25
0.50
Worst Rolling Year
4.86%
-10.45%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−34.92%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
16.62%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
M 1% · S 95%
Number of Stocks
70
28
Portfolio P/E
29.14
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%