Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
1.81%
6 Months
8.65%
9.83%
1 Year
14.07%
13.53%
3 Years
8.50%
28.65%
5 Years
7.26%
30.15%
Since Inception
13.68%
22.72%
Fund Age
6 yrs 11 mo
8 yrs 8 mo
AUM
₹234.24 Cr
₹1,835.92 Cr
Alpha – 1 Year
9.35%
8.81%
Alpha – 3 Years
−3.59%
16.56%
Information Ratio – 3 Years
-0.32
1.28
Volatility – 1 Year
17.05%
19.12%
Volatility – 3 Years
19.82%
18.89%
Beta – 1 Year
0.90
0.96
Beta – 3 Years
1.09
0.91
Sharpe Ratio – 1 Year
0.55
0.47
Sharpe Ratio – 3 Years
0.25
1.16
Worst Rolling Year
4.86%
-6.00%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−34.92%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
16.62%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%