Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Composite India - GARP Fund
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%
3.99%
6 Months
8.65%
22.77%
1 Year
14.07%
24.21%
3 Years
8.50%
13.20%
5 Years
7.26%
12.56%
Since Inception
13.68%
18.69%
Fund Age
6 yrs 11 mo
7 yrs 4 mo
AUM
₹234.24 Cr
₹114.64 Cr
Alpha – 1 Year
9.35%
19.49%
Alpha – 3 Years
−3.59%
1.43%
Information Ratio – 3 Years
-0.32
0.12
Volatility – 1 Year
17.05%
24.82%
Volatility – 3 Years
19.82%
21.64%
Beta – 1 Year
0.90
1.34
Beta – 3 Years
1.09
1.13
Sharpe Ratio – 1 Year
0.55
0.78
Sharpe Ratio – 3 Years
0.25
0.46
Worst Rolling Year
4.86%
10.43%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−34.92%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 20% · M 28% · S 47%
Number of Stocks
70
32
Portfolio P/E
29.14
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%