Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Green Portfolio - Special
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%
2.75%
6 Months
8.65%
26.95%
1 Year
14.07%
13.12%
3 Years
8.50%
17.80%
5 Years
7.26%
15.04%
Since Inception
13.68%
22.70%
Fund Age
6 yrs 11 mo
8 yrs
AUM
₹234.24 Cr
₹357.26 Cr
Alpha – 1 Year
9.35%
10.14%
Alpha – 3 Years
−3.59%
5.90%
Information Ratio – 3 Years
-0.32
0.31
Volatility – 1 Year
17.05%
32.38%
Volatility – 3 Years
19.82%
25.45%
Beta – 1 Year
0.90
1.68
Beta – 3 Years
1.09
1.37
Sharpe Ratio – 1 Year
0.55
0.36
Sharpe Ratio – 3 Years
0.25
0.56
Worst Rolling Year
4.86%
11.19%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−34.92%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 7% · M 19% · S 59%
Number of Stocks
70
42
Portfolio P/E
29.14
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%