Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
−5.12%
6 Months
8.65%
10.94%
1 Year
14.07%
14.16%
3 Years
8.50%
7.74%
5 Years
7.26%
3.22%
Since Inception
13.68%
10.15%
Fund Age
6 yrs 11 mo
7 yrs 2 mo
AUM
₹234.24 Cr
₹34.95 Cr
Alpha – 1 Year
9.35%
14.51%
Alpha – 3 Years
−3.59%
−1.26%
Information Ratio – 3 Years
-0.32
-0.10
Volatility – 1 Year
17.05%
25.75%
Volatility – 3 Years
19.82%
17.58%
Beta – 1 Year
0.90
1.43
Beta – 3 Years
1.09
1.06
Sharpe Ratio – 1 Year
0.55
0.43
Sharpe Ratio – 3 Years
0.25
0.21
Worst Rolling Year
4.86%
-2.37%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−34.92%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
16.62%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 41% · M 32% · S 26%
Number of Stocks
70
19
Portfolio P/E
29.14
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%