Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
0.50%
6 Months
8.65%
2.02%
1 Year
14.07%
0.60%
3 Years
8.50%
8.21%
5 Years
7.26%
5.75%
Since Inception
13.68%
9.73%
Fund Age
6 yrs 11 mo
6 yrs
AUM
₹234.24 Cr
₹128.19 Cr
Alpha – 1 Year
9.35%
1.03%
Alpha – 3 Years
−3.59%
−0.36%
Information Ratio – 3 Years
-0.32
0.12
Volatility – 1 Year
17.05%
19.24%
Volatility – 3 Years
19.82%
14.76%
Beta – 1 Year
0.90
1.13
Beta – 3 Years
1.09
0.95
Sharpe Ratio – 1 Year
0.55
-0.16
Sharpe Ratio – 3 Years
0.25
0.24
Worst Rolling Year
4.86%
0.20%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−34.92%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
16.62%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 47% · M 42% · S 11%
Number of Stocks
70
—
Portfolio P/E
29.14
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%