Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
3.56%
6 Months
8.65%
14.31%
1 Year
14.07%
23.04%
3 Years
8.50%
17.41%
5 Years
7.26%
14.44%
Since Inception
13.68%
16.04%
Fund Age
6 yrs 11 mo
5 yrs 2 mo
AUM
₹234.24 Cr
₹246.55 Cr
Alpha – 1 Year
9.35%
18.32%
Alpha – 3 Years
−3.59%
5.32%
Information Ratio – 3 Years
-0.32
0.69
Volatility – 1 Year
17.05%
16.66%
Volatility – 3 Years
19.82%
14.65%
Beta – 1 Year
0.90
0.91
Beta – 3 Years
1.09
0.83
Sharpe Ratio – 1 Year
0.55
1.02
Sharpe Ratio – 3 Years
0.25
0.82
Worst Rolling Year
4.86%
13.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−34.92%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 31% · M 25% · S 41%
Number of Stocks
70
33
Portfolio P/E
29.14
48.70
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 · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%