Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
InCred Capital - Multicap PMS
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%
6.10%
6 Months
8.65%
8.11%
1 Year
14.07%
−2.73%
3 Years
8.50%
11.42%
5 Years
7.26%
12.09%
Since Inception
13.68%
13.75%
Fund Age
6 yrs 11 mo
5 yrs 5 mo
AUM
₹234.24 Cr
₹205.48 Cr
Alpha – 1 Year
9.35%
−5.71%
Alpha – 3 Years
−3.59%
−0.47%
Information Ratio – 3 Years
-0.32
-0.07
Volatility – 1 Year
17.05%
23.93%
Volatility – 3 Years
19.82%
22.69%
Beta – 1 Year
0.90
1.24
Beta – 3 Years
1.09
1.17
Sharpe Ratio – 1 Year
0.55
-0.23
Sharpe Ratio – 3 Years
0.25
0.35
Worst Rolling Year
4.86%
11.05%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−34.92%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 28% · M 36% · S 34%
Number of Stocks
70
29
Portfolio P/E
29.14
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%