Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
8.65%
4.79%
1 Year
14.07%
−0.59%
3 Years
8.50%
11.57%
5 Years
7.26%
13.86%
Since Inception
13.68%
15.96%
Fund Age
6 yrs 11 mo
5 yrs 5 mo
AUM
₹234.24 Cr
₹45.81 Cr
Alpha – 1 Year
9.35%
−5.31%
Alpha – 3 Years
−3.59%
−0.52%
Information Ratio – 3 Years
-0.32
-0.06
Volatility – 1 Year
17.05%
21.96%
Volatility – 3 Years
19.82%
17.35%
Beta – 1 Year
0.90
1.19
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.55
-0.16
Sharpe Ratio – 3 Years
0.25
0.42
Worst Rolling Year
4.86%
10.84%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−34.92%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 23% · M 4% · S 73%
Number of Stocks
70
16
Portfolio P/E
29.14
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%