Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
4.22%
6 Months
8.65%
14.78%
1 Year
14.07%
3.60%
3 Years
8.50%
26.42%
5 Years
7.26%
15.65%
Since Inception
13.68%
19.18%
Fund Age
6 yrs 11 mo
5 yrs 5 mo
AUM
₹234.24 Cr
₹730.87 Cr
Alpha – 1 Year
9.35%
0.62%
Alpha – 3 Years
−3.59%
14.53%
Information Ratio – 3 Years
-0.32
0.84
Volatility – 1 Year
17.05%
21.03%
Volatility – 3 Years
19.82%
18.57%
Beta – 1 Year
0.90
0.98
Beta – 3 Years
1.09
0.72
Sharpe Ratio – 1 Year
0.55
0.01
Sharpe Ratio – 3 Years
0.25
1.08
Worst Rolling Year
4.86%
8.04%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−34.92%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 11% · M 7% · S 82%
Number of Stocks
70
17
Portfolio P/E
29.14
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%