Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
3.10%
6 Months
8.65%
4.24%
1 Year
14.07%
17.00%
3 Years
8.50%
21.79%
5 Years
7.26%
20.77%
Since Inception
13.68%
20.65%
Fund Age
6 yrs 11 mo
5 yrs
AUM
₹234.24 Cr
₹88.27 Cr
Alpha – 1 Year
9.35%
12.28%
Alpha – 3 Years
−3.59%
9.70%
Information Ratio – 3 Years
-0.32
1.38
Volatility – 1 Year
17.05%
20.96%
Volatility – 3 Years
19.82%
18.52%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
1.09
1.04
Sharpe Ratio – 1 Year
0.55
0.60
Sharpe Ratio – 3 Years
0.25
1.04
Worst Rolling Year
4.86%
21.72%
Value at Worst Rolling Year
₹1.05 Cr
₹1.22 Cr
Deepest Drawdown
−34.92%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 19% · M 45% · S 35%
Number of Stocks
70
25
Portfolio P/E
29.14
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.5% / 0% / 0%