Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Marcellus - Rising Giants
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%
0.40%
6 Months
8.65%
4.60%
1 Year
14.07%
−5.85%
3 Years
8.50%
5.64%
5 Years
7.26%
—
Since Inception
13.68%
−0.46%
Fund Age
6 yrs 11 mo
4 yrs 7 mo
AUM
₹234.24 Cr
₹87.75 Cr
Alpha – 1 Year
9.35%
−8.83%
Alpha – 3 Years
−3.59%
−6.25%
Information Ratio – 3 Years
-0.32
-0.73
Volatility – 1 Year
17.05%
16.46%
Volatility – 3 Years
19.82%
15.18%
Beta – 1 Year
0.90
0.88
Beta – 3 Years
1.09
0.84
Sharpe Ratio – 1 Year
0.55
-0.62
Sharpe Ratio – 3 Years
0.25
0.08
Worst Rolling Year
4.86%
-2.49%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−34.92%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
16.62%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%