Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.39%
−3.81%
6 Months
8.65%
10.86%
1 Year
14.07%
−4.49%
3 Years
8.50%
22.00%
5 Years
7.26%
21.09%
Since Inception
13.68%
7.35%
Fund Age
6 yrs 11 mo
8 yrs 9 mo
AUM
₹234.24 Cr
₹1,454.75 Cr
Alpha – 1 Year
9.35%
−7.47%
Alpha – 3 Years
−3.59%
10.11%
Information Ratio – 3 Years
-0.32
0.32
Volatility – 1 Year
17.05%
31.30%
Volatility – 3 Years
19.82%
27.30%
Beta – 1 Year
0.90
1.42
Beta – 3 Years
1.09
1.22
Sharpe Ratio – 1 Year
0.55
-0.18
Sharpe Ratio – 3 Years
0.25
0.66
Worst Rolling Year
4.86%
-30.88%
Value at Worst Rolling Year
₹1.05 Cr
₹0.69 Cr
Deepest Drawdown
−34.92%
−34.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
16.62%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 25% · M 33% · S 39%
L 0% · S 88%
Number of Stocks
70
—
Portfolio P/E
29.14
—
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%