Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Eklavya Equity
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%
−0.98%
6 Months
8.65%
4.93%
1 Year
14.07%
−0.37%
3 Years
8.50%
—
5 Years
7.26%
—
Since Inception
13.68%
4.91%
Fund Age
6 yrs 11 mo
2 yrs 1 mo
AUM
₹234.24 Cr
₹8 Cr
Alpha – 1 Year
9.35%
−0.02%
Alpha – 3 Years
−3.59%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
17.05%
12.93%
Volatility – 3 Years
19.82%
—
Beta – 1 Year
0.90
0.72
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.55
-0.38
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
4.86%
6.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−34.92%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 23% · M 8% · S 36%
Number of Stocks
70
30
Portfolio P/E
29.14
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%